CDP Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CDP Financial Group provides investment advisory services to individuals, retirement plans, trusts, estates and other business entities, managing roughly $100 million in discretionary assets for about 110 clients through a two-advisor team. Its primary offering is individualized portfolio management, and it also provides financial planning, portfolio consulting and business continuity planning.
The firm primarily constructs diversified portfolios using mutual funds across U.S. and international equities, sector funds and a range of bond funds, applying both fundamental and technical analysis and a seven-point mutual fund selection process (including past performance, consistency, manager tenure, fund size, turnover, internal expenses and third‑party ratings). Accounts are generally managed on a discretionary basis according to client risk profiles with asset allocation, rebalancing and dollar‑cost averaging as typical strategies; individual stocks, bonds, ETFs or other assets can be held at a client’s request but are not commonly recommended.
CDP is dually registered — its representatives are registered with Emerson Equity and the firm’s principal is licensed to sell insurance — so clients can implement recommendations either on a fee basis or through commissionable channels (the brochure notes commission business is under 20% of compensation), a structural feature that the firm discloses as a potential conflict of interest. The firm uses Schwab Institutional for custody and receives institutional services, does not operate wrap programs, provides mailed quarterly performance reports in addition to custodian statements, and maintains a negotiable account minimum (generally $50,000).
Client services
Expertise
Fee options
Financial planning and consulting services flat fee up to $5,000, negotiable
$0 - $250,000: 1.50% annually $250,000 - $500,000: 1.25% annually $500,000 - $1,000,000: 1.00% annually $1,000,000+: 0.75% annually
Commissions for securities transactions through Emerson Equity LLC; commission business is less than 20% of total compensation
Financial planning and consulting services hourly fee of $150/hour
Account minimum: $50,000 Fee-only: Financial Planning and Portfolio Consulting: $150/hour or flat fee up to $5,000, negotiable
Main office
26 W. Dry Creek Circle, Suite 460
Littleton CO 80120
Advisors at this office
3
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Brian P
Series 65, Series 66
Littleton, CO
CDP Financial Group, LLC
Brian Perkins is a financial advisor with CDP Financial Group, LLC in Littleton, Colorado, holding Series 65 and Series 66 licenses and having 11 years of industry experience. He has worked at Emerson Equity LLC and Colorado Financial Service Corporation, among other firms. Perkins is a principal owner of CDP Financial Group, where he provides investment advisory services and fixed insurance products. CDP Financial Group serves individuals, retirement plans, trusts, estates, and business entities by offering discretionary portfolio management, financial planning, and business continuity planning. The firm manages portfolios primarily through diversified mutual funds using a seven-point fund evaluation process and tailors allocations based on clients’ risk tolerance and time horizon.
Michael D
Series 65
Littleton, CO
CDP Financial Group, LLC
Michael Davignon is a financial advisor at CDP Financial Group, LLC in Littleton, CO. He holds a Series 65 designation and has one year of industry experience. Prior to joining CDP Financial Group, he was a student for 11 years. CDP Financial Group provides investment advisory services to individuals, retirement plans, trusts, estates, and other business entities. The firm manages approximately $100 million in discretionary assets for about 110 clients, offering individualized portfolio management, financial planning, portfolio consulting, and business continuity planning.
Craig P
ChFC®, Series 63
Littleton, CO
CDP Financial Group, LLC
Craig Perkins is a ChFC® with 46 years of industry experience. He is affiliated with CDP Financial Group, LLC and Colorado Financial Service Corporation, both since 2011. CDP Financial Group serves individuals, retirement plans, trusts, estates, and business entities by providing discretionary portfolio management along with financial planning and consulting services. The firm manages about $90 million across approximately 110 client accounts, using diversified mutual funds and a formal fund evaluation process tailored to clients’ risk tolerance and time horizon.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)