Capital Strategies Group

What Capital Strategies Group does

Capital Strategies Group LLC is a privately held, subscription-based Registered Investment Advisor headquartered at 2151 East Baseline Road, Suite 101, Tempe, Arizona, serving modern professionals, business owners, and families in retirement. The firm replaces the traditional asset-under-management or commission model with a transparent monthly subscription covering six planning elements: wealth accumulation, cash flow and savings, retirement planning, tax strategy, estate planning, and insurance planning. Clients retain custody and control of their assets; the firm charges a predetermined monthly fee and is positioned against sales-pitch-driven advisor models.

The underlying technology stack is lean and third-party dependent. Client-facing tooling is delivered through CSG Connect, a portal built on the eMaplan RIA platform (wealth.emaplan.com/ema/ria/csgplanners) that provides financial account aggregation, spending and budget management, document sharing, and goal-tracking functionality. No proprietary technology, patents, AI capabilities, or mobile applications are disclosed. The team of nine is led by Owner/Partners Geoffrey W. White (CFP, ChFC, Board Certified in Asset Allocation and Estate Planning) and Aaron Matheny (CFP), supported by a third CFP practitioner (Austin L. Frazier), a Business Development Specialist, a Client Concierge, an Office Manager, and three Client Service Specialists.

The go-to-market motion is sales-led and inside-sales driven, anchored on a free 30-minute discovery assessment booked through Calendly and positioned explicitly as 'not a sales call.' Top-of-funnel demand is generated through a free wealth-building eBook, an email newsletter, and organic social presence on Instagram, LinkedIn, and Facebook, with third-party press features (Bloomberg, INC, American Business Times, Economic News Observer) used as credibility signals. The firm does not disclose revenue, AUM, subscriber counts, funding, or pricing amounts, and operates exclusively within Arizona with no public expansion plans, acquisitions, or institutional capital identified.

Name

Capital Strategies Group

Legal name

Capital Strategies Group LLC

Website

https://csgplanners.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Capital Strategies Group is a Tempe, Arizona-based Registered Investment Advisor that delivers subscription-based financial planning across wealth, retirement, tax, estate, and insurance for modern professionals, business owners, and retirees, using the third-party eMaplan portal for client tooling.

Ownership category

akta.pro rank

Product category

Financial Planning Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Financial planning services
• Subscription-based advisory
• Retirement planning
• Wealth management
• Investment advisory

Headquarters

HQ city

Tempe

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Subscription-Based Financial Planning: Monthly subscription model providing comprehensive financial planning services including wealth accumulation, cash flow and savings, retirement planning, tax strategy, estate planning, and insurance planning. The subscription fee is transparent and predetermined, eliminating hidden charges.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Capital Strategies Group is a Tempe, Arizona-based Registered Investment Advisor that delivers comprehensive, fee-only financial planning on a subscription basis. The firm serves Modern Professionals, Business Owners, and Families in Retirement, providing ongoing guidance on retirement, tax, estate, and investment matters through transparent annual pricing rather than commissions or asset-based fees.

Product overview

Capital Strategies Group offers a subscription-based financial planning service with three primary client segments: Modern Professionals (comprehensive planning on a monthly subscription), Business Owners (coordinated personal and professional planning with access to a network of CPAs, estate attorneys, and tax specialists), and Families in Retirement (income distribution and tax planning). All clients access the CSG Connect platform for financial dashboard aggregation, budgeting tools, document sharing, and goal tracking. The firm provides free initial assessments and educational resources including a wealth-building eBook.

Differentiator

Problem solved

Functional benefit

Products and services

• Modern Professionals Planning
• Business Owners Planning
• Families in Retirement Planning

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Direct peers

• Facet Wealth: Facet Wealth is a subscription-based financial planning firm charging flat monthly fees rather than AUM commissions, with a virtual-first delivery model — directly mirroring Capital Strategies Group's fee structure and target customer (modern professionals).
• XY Planning Network: XY Planning Network is a network of subscription-based fee-only RIAs serving young professionals and business owners on monthly retainer — the closest operating-model peer to Capital Strategies Group's Modern Professionals and Business Owners segments.

Broad incumbents

• Personal Capital (Empower): Personal Capital (now part of Empower) offers financial planning dashboards with account aggregation and advisor access — its tech-forward dashboard approach directly parallels CSG Connect, though it serves a much broader and larger client base.
• Wealthsimple: Wealthsimple is a subscription/hybrid digital wealth management platform offering flat-fee financial planning and investment management — comparable on pricing philosophy and modern-professional target, though operating at much larger scale with a Canadian-origin platform.
• Betterment:

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/capital-strategies-group-llc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capital Strategies Group