Cs Planning Corp

Registered investment advisor · Portland, Oregon · CRD #149937

Assets Under Management

$2B

Client Accounts

9,340

Employees

CRD Number

149937

Registration

SEC Registered

Custodian

National Financial Services Llc, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Cs Planning Corp

CS Planning Corp (CSP) is an SEC registered investment advisory firm based in Portland, Oregon, offering fee-only investment supervisory, portfolio management, investment consulting, and financial planning services. Established in 2009, it manages nearly $957 million in assets. CSP provides advisory services based on a percentage of assets under management.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Cs Planning Corp

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Frequently Asked Questions

What is Cs Planning Corp's AUM?

Cs Planning Corp reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Cs Planning Corp headquartered?

Cs Planning Corp is headquartered in Portland, Oregon.

What is Cs Planning Corp's CRD number?

Cs Planning Corp's CRD number is 149937. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.