CS Planning Corp

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated April 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$1,960,873,373 as of October 2026, filing dated June 30, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses

Also doing business as

BRANDENBURG FINANCIAL SERVICES, CAELESTIBUS WEALTH MANAGEMENT, CHINESE ABRAHAM INVESTMENT ADVISORS, COLLINGWOOD WEALTH MANAGEMENT, COMMON SENSE PORTFOLIOS, FINANCIAL ALTERNATIVES, GUIDEPOINT PRIVATE WEALTH MANAGEMENT, MORIN PRIVATE CLIENT GROUP, NINE PINES VENTURES, REDSTONE CAPITAL MANAGEMENT, SEVEN SUMMITS CAPITAL, TAO PRIVATE WEALTH, TECHNICAL MNGT GP, THE COLLINGWOOD GROUP, VERTICAL ASCENT WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2009 (17 years)

Employees

Total: 60. Performing investment advisory functions: 49.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

16 other offices, as of the July 2026 filing

Boston, MACanton, GACupertino, CAEast Wenatchee, WAJackson, WYLakewood Ranch, FLLancaster, PANew Hartford, NYPhoenix, AZPleasanton, CASalisbury, MDScottsdale, AZSeattle, WASpokane, WATulsa, OKVero Beach, FL

States registered or notice-filed

35 states or jurisdictions

AKAZCACODCDEFLGAHIIDILINLAMAMDMIMNMTNCNENHNJNVNYOHOKORPASCTNTXVAWAWIWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $347,955,098 in the October 2021 data and $1,960,873,373 in the October 2026 data, up 464%.

Total employees: 20 in October 2021 and 60 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. July 2026
   • No longer lists the business name Cultivant.
   • No longer lists the business name Four Points Wealth Management.
   • No longer lists the business name KBA Wealth Management Group.
   • No longer lists the business name Matthew Fevola Wealth Management.
   • No longer lists the business name Meridian Wealth Alliance.
   • No longer lists the business name Milestone Private Wealth Management.
   • No longer lists the business name Oak & Vine Wealth Management.
   • No longer lists the business name Renee Reksc & Associates.
   • No longer lists the business name Seltun Financial Group.
   • No longer lists the business name Thayer & Co. Total Wealth Management.
   • No longer lists the business name True North Wealth Advisors.
   • No longer lists the business name Wealth & Income Solutions.
   • No longer lists the business name Wealth Evolution Group.
   • No longer lists an office in Aliso Viejo, CA.
   • No longer lists an office in Bellevue, WA.
   • No longer lists an office in Binghamton, NY.
   • No longer lists an office in Boston, MA.
   • No longer lists an office in Buffalo Grove, IL.
   • No longer lists an office in Coronado, CA.
   • No longer lists an office in Dallas, TX.
   • No longer lists an office in Frisco, CO.
   • No longer lists an office in Greenwood Village, CO.
   • No longer lists an office in Lady Lake, FL.
   • No longer lists an office in Lafayette, LA.
   • No longer lists an office in Neptune Beach, FL.
   • No longer lists an office in Riverwoods, IL.
   • No longer lists an office in Sea Girt, NJ.
2. June 2026
   • Added the business name TAO Private Wealth.
   • No longer lists the business name Chandler Wealth Management.
   • No longer lists the business name Noble Private Wealth.
   • No longer lists the business name Richardson Wealth Management.
   • Added an office in Tulsa, OK.
   • No longer lists an office in Atlanta, GA.
   • No longer lists an office in Kennesaw, GA.
   • No longer lists an office in Santa Monica, CA.
   • No longer lists an office in Southlake, TX.
   • No longer lists an office in Stuart, FL.
3. May 2026
   • No longer lists the business name TAO Private Wealth.
4. April 2026
   • Regulatory assets under management went from $1,266,223,484 to $1,960,873,373 (+55%).
5. February 2026
   • Added the business name Wealth Evolution Group.
   • Added an office in Frisco, CO.
6. January 2026
   • Changed its office addresses in Seattle, WA.
   • Added an office in Lakewood Ranch, FL.
   • No longer registered or notice-filed in MS, RI.
7. December 2025
   • Added the business name Nine Pines Ventures.
   • Added an office in Pleasanton, CA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.