CS Planning Corp

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Total assets under management

$1,960,873,373

Total clients

4,190

13% high-net worth

Total advisors

of 60 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$467,989

Client services

Financial planning Portfolio management

Main office location

CS Planning Corp

3395 Sw Garden View Ave

Portland OR 97225, United States

Number of offices

Most active in

Alaska · Arizona · California · Colorado · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 503-292-5853

Advisors at this firm

Kevin C

ChFC®, Series 63

Scottsdale, AZ

CS Planning Corp

Richard B

Series 65

Scottsdale, AZ

CS Planning Corp

Daniel R

Series 65

Riverwood, IL

CS Planning Corp

David A

Series 63, Series 65

Boston, MA

CS Planning Corp

Kathleen R

Series 65

Dallas, TX

CS Planning Corp

Jacquie L

Series 63, Series 65

Scottsdale, AZ

CS Planning Corp

Matthew F

Series 63, Series 66

Sea Girt, NJ

CS Planning Corp

Walter R

Series 63, Series 65, Series 66

Santa Monica, CA

CS Planning Corp

Daniel S

Series 65

Stuart, FL

CS Planning Corp

Robert B

Series 63, Series 65

Prior Lake, MN

CS Planning Corp

Renee R

Series 63, Series 65

Binghamton, NY

CS Planning Corp

John G

Series 63, Series 65

Lakewood Ranch, FL

CS Planning Corp

Evan K

Series 63, Series 65

Chillicothe, OH

CS Planning Corp

Hoon K

CFP®, ChFC®, Series 63

Bellevue, WA

CS Planning Corp

Nathan W

Series 65

Valdese, NC

CS Planning Corp

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