How does the advisor help clients – Key Takeaways:
CDP Financial Group, LLC is a top financial advisory firm that caters to individuals, families, and businesses. With a team of experts and a diverse range of financial services, the firm is committed to helping clients achieve their financial goals and secure their financial future.
Facts and Insights:
CDP Financial Group, LLC has been in the financial industry for over 15 years. Throughout the years, the firm has established a reputation for providing sound financial advice and personalized services to its clients.
The firm manages over $500 million in assets and has a team of 10 experienced advisors. These advisors are dedicated to staying up-to-date with the latest financial trends and strategies to better assist their clients.
Assets Under Management, Number of Advisors and Time in Business:
| CDP Financial Group, LLC |
|
|---|---|
| AUM | $500 million |
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Insurance Solutions
- Estate Planning
- Tax Planning Strategies
- Education Planning
Client Types:
The firm caters to a diverse group of clients including high net-worth individuals, business owners, professionals, and retirees. CDP Financial Group, LLC understands that each client has unique financial needs and goals, and strives to provide customized solutions for every client.
Fees & Compensation:
CDP Financial Group, LLC operates as fee-only advisors, meaning their compensation is based solely on the fees paid by their clients. This eliminates any potential conflicts of interest and ensures that the firm’s advisors always act in their clients’ best interest.
The firm’s fees are based on a percentage of assets under management, and they also offer hourly and project-based fees for specific services. CDP Financial Group, LLC believes in transparency and always provides clients with a clear understanding of their fees and the services they will receive.
Background:
Founded in 2005, CDP Financial Group, LLC has grown to become one of the leading financial advisory firms in the industry. The firm’s success can be attributed to its team of experienced and knowledgeable advisors, as well as its commitment to providing exceptional client service.
Financial Advisor Disclosures to Know:
- CDP Financial Group, LLC has a clean regulatory record with no disciplinary actions or sanctions against them.
- The firm has a fiduciary duty to act in their clients’ best interest at all times.
- Advisors at CDP Financial Group, LLC may earn commissions for insurance products sold to clients, but this does not affect their recommendation of products to clients.