Cs Planning Corp
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Overview
Cs Planning Corp is an advisory company that has its headquarters in Portland, Oregon. The firm handles $542.6 million in assets under management across 2,906 accounts, making it one of the bigger firms in the country by assets under management (AUM). The firm has an average-sized team, including 43 financial advisors. Cs Planning Corp does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like stocks, bonds and options.
Cs Planning Corp manages all of its client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction choices for the client's account without requiring client permission. Cs Planning Corp's typical account size is $186,706. The typical financial advisor at Cs Planning Corp oversees around 68 client accounts, making it about average in terms of personalization.
Cs Planning Corp's main office is at 3395 Sw Garden View Ave, Portland, Oregon 97225. Cs Planning Corp is allowed to serve investors across 29 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cs Planning Corp by the Numbers
$542.6 million
46
2,906
$186.7 thousand
Products and Services
Financial services that Cs Planning Corp provides can include financial planning services and portfolio management for individuals and small businesses. In the past fiscal year, the company provided 101-250 of its customers with financial planning services. Cs Planning Corp does not sell products or offer services other than investment advisory services to its investment advisory customers. The firm is affiliated with one or more other companies in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees vary depending on the type of financial services provided. Fee types billed by Cs Planning Corp likely include the following fee types: asset-based, hourly or fixed. Cs Planning Corp does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to retail investors and high net worth investors. Out of its 2,906 accounts, Cs Planning Corp's biggest client by number of accounts is retail investors, although it also manages money for 56 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 4.19%
- Other Individuals - 95.81%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cs Planning Corp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.