CSG Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CSG Financial provides investment management, financial planning (both ongoing and project‑based), and retirement plan services to individuals, high‑net‑worth clients, and employer plan sponsors. As of December 2025 the firm reported approximately $15.8 million in discretionary assets under management across roughly 62 client relationships.
The firm implements portfolios around asset‑allocation targets and a blend of passive and active strategies, using fundamental and mutual fund/ETF analysis while offering discretionary trading with the ability for clients to impose reasonable account restrictions. CSG may implement client programs through third‑party investment managers and the Betterment for Advisors platform and conducts ongoing reviews of outside managers and fund holdings.
Notable features that distinguish CSG from many peers include its small advisory team (three advisors) while offering ERISA plan services as an investment manager and making available alternative investment options, including potential cryptocurrency exposure and private pooled vehicles. The firm also uses online referral arrangements (SmartAsset) to source clients and notes that multiple principals hold CFP® credentials and one holds a WMCP designation.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning: $1,800 to $5,000 fixed fee
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%
Ongoing Financial Planning: $200 to $500 per month
Fee-only: Ongoing Financial Planning: $200 to $500/month; Project-Based Financial Planning: $1,800 to $5,000 fixed fee
Main office
3980 North Dupont Highway
Dover DE 19901
Advisors at this office
3
Most active in
Delaware · New York · Pennsylvania · Texas
Also doing business as
Csg Financial · Csg Financial LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Steve C
CFP®
Dover, DE
CSG Financial
Steve has always felt that his role as an advisor should exclusively be to serve those who have put their trust in him and to do it to the best of his abilities, by any means necessary. So, he decided to take a step that many advisors are increasingly considering: 1. Transitioning to a fee-only model. 2. Requiring that all clients are always served in a fiduciary capacity. 3. Taking ownership and control of his practice. He believes this approach realigns his incentives with his clients' best interests and empowers him to develop financial plans free from undue influence. In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks among various other outdoor adventures like shark diving.
Zachary S
Series 63, Series 65
Dover, DE
CSG Financial
Zachary Stone is a financial advisor at CSG Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Diamond State Financial Group and Cetera Advisor Networks. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm combines passive and active strategies with discretionary trading and offers alternative investment options, including potential cryptocurrency exposure.
Shane G
CFP®, Series 66
Dover, DE
CSG Financial
Shane Galante is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at CSG Financial. Prior to joining CSG Financial, he held positions at Cetera Advisor Networks LLC and Diamond State Financial Group. In addition to his financial advisory work, Mr. Galante is a registered nurse at a mental health clinic. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a blend of passive and active strategies, offers alternative investment options including cryptocurrency, and serves a range of clients through a small team of three advisors.
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