Cs Planning Corp
Portland, OR·SEC-registered · CRD #149937
Cs Planning Corp is an SEC-registered investment advisory firm in Portland, OR managing $2.0B across 9.3k client accounts, with 49 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
9.3k
Advisory staff
49
Fee model
Fee-based
How Cs Planning Corp is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cs Planning Corp
How much does Cs Planning Corp manage?
Per its most recent SEC Form ADV filing (06/30/2026), Cs Planning Corp reports $2.0B in regulatory assets under management across roughly 9.3k client accounts.
How does Cs Planning Corp charge?
Cs Planning Corp is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cs Planning Corp a fiduciary?
Yes. Cs Planning Corp is registered with the U.S. Securities and Exchange Commission (CRD #149937), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cs Planning Corp taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cs Planning Corp and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Cs Planning Corp's public SEC Form ADV filing (CRD #149937, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cs Planning Corp. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cs Planning Corp? Claim this profile.