user avatar

Nathan Workman

Advisor at CS Planning Corp

Updated today
CS Planning Corp logo

Firm

CS Planning Corp

Location

Valdese, NC

Credentials

Series 65

Industry experience

2 years

Client services

Based on CS Planning Corp

Financial planning Portfolio management

Location

Valdese, NC

Most active in

Florida · North Carolina

Work history

CS Planning Corp.

2025 - Present (1 year)

Elmberry Wealth Management, Inc.

2024 - Present (2 years)

AE Wealth Management, LLC

2024 - 2025 (1 year)

LFG Advisors Inc

2024 - 2025 (1 year)

Foundations Investment Advisors, LLC

2023 - 2024 (1 year)

Alloy Investment Management

2023 - 2024 (1 year)

Figment, Inc.

2021 - 2024 (3 years)

Radius Law Group

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Harold P

Series 63, Series 66

Granite Falls, NC

Continuum Financial, LLC

Active portfolio management Passive / index investing Real estate investing
user avatar

Mark C

Series 63, Series 65

Hickory, NC

Hickory Financial Group, LLC

Active portfolio management Factor investing / smart beta
user avatar

Brittney M

CFP®, Series 63, Series 66

Hickory, NC

Thayer Financial, L.L.C.

Cash flow / budgeting Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Deaton S

CFP®, ChFC®

Hickory, NC

Thayer Financial, L.L.C.

I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.

Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner Gen X (Born 1965-1980)
user avatar

Angela S

CFA®

Hickory, NC

ABS Legacy Partners, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Adam S

Series 66

Hickory, NC

Fortress Private Ledger, LLC

Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")