CS Planning Corp

RIASEC RegisteredEst. 2009

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$210K

Accounts

9,340

Employees

60

Advisory reps

32

Firm details

Headquarters: Portland, Oregon
CRD number: 149937
Registered since: July 10, 2009
Website: www.csplanningcorp.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.2%
Individuals45.21%
Corporations / Businesses0.59%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

CS Planning Corp. is an independent registered investment adviser operating since 2009 and owned by an individual. The firm serves a mix of individual and family clients alongside institutional relationships, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges and fixed fees. CS Planning does not identify as an active ESG investor and reports using affiliations with another investment adviser and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds73%
Exchange Traded Equities14%
Cash & Cash Equivalents10%
US Government Bonds1%
State & Local Bonds1%

Owners & executives

3 of 3

Justin Hart
Chief Investment AdvisorCRD 5411924
David Armstrong
CIO, Founder and Chairman of Investment TeamCRD 2690926
Ronald Moore
CIOCRD 7921964

Contacts

3 of 29

Martin Curry
Investment Advisor RepresentativeCRD 5950121
Charles Burmaster
Senior PartnerCRD 2249118
Charles Burmaster
Lead AdvisorCRD 6942978

Unlock 26 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Portland, OR

Washington

Location

Portland, OR

Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area: Portland-Vancouver-Salem, OR-WA
Region: West
County: Washington
Address: 3395 Sw Garden View Ave
Time zone: PT (UTC-8)
Office locations

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