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Cs Planning Corp

CRD# 149937SEC# 801-70381Portland, ORSEC-registered since 2009
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Disciplinary & conflicts check complete

See whether Cs Planning Corp reports any disciplinary history, how it's paid beyond your fee, and who owns it.

Form ADV reviewedBrochure and Form CRS on fileDisciplinary history: in the report
Money managed
$2.0B
100% with full discretion
Clients
4,200
9,340 accounts
Fee
% of assets
How it charges
Disciplinary history
Checked
Results in the full report
Compiled from Form ADV Parts 1 & 2, Schedules A & B and Form CRS · SEC data as of Oct 2, 2026

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One-time price, no account. Everything about Cs Planning Corp, explained in plain English.

What you'll find out
Has Cs Planning Corp been disciplined?Disciplinary history from its Form ADV, explained
Who owns it?Every owner of 5% or more, and the companies behind them
How does it get paid?Your fee in dollars, plus commissions, referral payments and other conflicts
How does it invest, and for whom?Strategy, clients and asset mix, from its brochure and Form ADV
Full firm report · $79.99Includes a private link to come back to it.
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What the brochure says

Strategy, fees, ownership and conflicts from the firm's own filings, in plain English.

AI summary
Read the firm's fine print

Strategy, fees, ownership and conflicts, explained.

See what's included

Who owns the company

Everyone who owns 5% or more, the companies behind them, and who controls day-to-day decisions.

See who owns the company

Every owner of 5% or more, the companies behind them, and who controls decisions.

See what's included
Form ADV Schedule A (direct owners) and Schedule B (indirect owners) · filed Jun 30, 2026The SEC reports ownership in ranges, not exact percentages.

Fees & what they'd cost you

How it charges: A percentage of assets under management; Hourly charges; Fixed fees.

See what this firm would cost you

Its fee schedule from the brochure, run on your own numbers.

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Form ADV Part 2A, Item 5 · filed Apr 30, 2026Form ADV Item 5.E · as of Oct 2, 2026

Clients & investments

Who the firm works with, what it invests in, and the services it offers.

See who they serve and what they invest in

Client types, asset mix and services from the firm's Form ADV.

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Conflicts of interest

Ways the firm can earn money beyond your fee, from its Form ADV answers.

2 flagged
See the 2 conflicts flagged

How the firm can earn money beyond your fee, and what to ask about each.

See what's included
SEC Form ADV data file · data as of Oct 2, 2026

Official documents

Read the originals on the SEC's website.

  • Full Form ADVParts 1 and 2, including the ownership schedulesOpen PDF ↗
  • Form CRSThe firm's two-page client relationship summaryOpen PDF ↗
  • Cs Planning Corp Dba Tao Private Wealth Adv Part 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Nine Pines Ventures-Csp Form Adv Part 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Csp Dba Redstone Capital Management- Form Adv 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Csp Dba Seven Summits Capital - Form Adv 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Csp Dba Common Sense Portfolios Adv Part 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Cs Planning Corp Dba Vertical Ascent Wealth Management Form Adv Part 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Cs Planning Corp Dba The Collingwood GroupForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Cs Planning Corp. Dba Brandenburg Financial Services Adv Part 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Cs Planning Corp Dba Financial Alternatives (Wenatchee)Form ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Cs Planning Corp Dba Chinese Abraham Investment Advisors - Adv Part 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Csp Dba Seven Summits Capital (Curry) - Form Adv 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Cs Planning Corp Dba Financial Alternatives (Spokane)Form ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Cs Planning Corp - Morin Private Client Group - Form Adv 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Csp Dba Caelestibus Wealth Management - Form Adv 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Cs Planning Corp Dba Technical Mngt Gp - Form Adv 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Csp Dba Collingwood Wealth Management Adv Part 2aForm ADV Part 2A brochure · filed Apr 30, 2026Open PDF ↗
  • Csp Dba Guidepoint Wealth Management Form Adv Part 2aForm ADV Part 2A brochure · filed Apr 22, 2026Open PDF ↗
  • SEC IAPD firm pageRegistrations, notice filings and historyOpen ↗
Firm record pulled Oct 25, 2026, 3:31 PM EDT · IAPD data compiled Jul 1, 2026

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Summaries are written by AI from the firm's official filings and may contain errors; each section links to its source. This page is for information only and is not investment advice or an endorsement or rating of the firm.