CS PLANNING CORP
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
FINTRXOverview
CS Planning Corp is an independent registered investment adviser founded and SEC-registered in 2009 and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning and portfolio management services targeted at individuals and small businesses. Its fee arrangements include a percentage of assets under management plus hourly and fixed-fee engagements. The firm is not listed as a capital allocator and does not identify as an active ESG investor. FINTRX data indicates it is not characterized as a multi-state adviser even though it reports a multi-state office footprint. CS Planning Corp also maintains affiliations with another investment adviser and an insurance company.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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 3JUSTIN HART
Chief Investment AdvisorCRD 5411924
DAVID ARMSTRONG
CIO, Founder and Chairman of Investment TeamCRD 2690926
Ronald Moore
CIOCRD 7921964
Contacts
3 of 29MARTIN CURRY
Investment Advisor RepresentativeCRD 5950121
CHARLES BURMASTER
Senior PartnerCRD 2249118
Charles Burmaster
Lead AdvisorCRD 6942978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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