{
  "crd_number": 149937,
  "slug": "cs-planning-corp-portland-or-149937",
  "primary_business_name": "CS PLANNING CORP",
  "legal_name": "CS PLANNING CORP",
  "dbas": [
    "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"
  ],
  "city": "Portland",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-07-10",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 1960873373.0,
  "raum_discretionary": 1960873373.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 60,
  "advisory_employees": 49,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 886492480.0,
      "count": 3649
    },
    "high_net_worth_individuals": {
      "raum": 1062831657.0,
      "count": 541
    },
    "corporations_other_businesses": {
      "raum": 11549236.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "ID",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://brandenburgfs.com",
    "https://collingwoodgrp.com",
    "https://collingwoodwealth.com",
    "https://csplanningcorp.com",
    "https://facebook.com/profile.php?id=100086388351348",
    "https://facebook.com/sevensummitscapital",
    "https://finaltllc.com",
    "https://gp-pwm.com",
    "https://hamiltonbrandenburg.podbean.com",
    "https://instagram.com/hamiltonbrandenburg?hl=en",
    "https://kevincanterbury.com",
    "https://linkedin.com/company/seven-summits",
    "https://linkedin.com/in/hamilton-brandenburg-9a361b12b",
    "https://mpaccg.com",
    "https://redstonecapitalmanagement.com",
    "https://ssummitscapital.com",
    "https://taoprivatewealth.com",
    "https://vertwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149937",
  "city_as_filed": "PORTLAND",
  "url": "https://advisorcensus.com/firm/cs-planning-corp-portland-or-149937",
  "display_name": "CS Planning Corp",
  "summary": "CS Planning Corp is an SEC-registered investment advisory firm in Portland, OR, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. CS Planning Corp (CRD 149937): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is CS Planning Corp compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CS Planning Corp reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does CS Planning Corp charge?",
      "a": "Its Form ADV Part 2A brochure dated April 30, 2026 states: Hourly rate: $250 an hour (investment advice or financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is CS Planning Corp located?",
      "a": "CS Planning Corp's principal office is in Portland, OR, according to its Form ADV; the July 2026 filing also lists 16 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is CS Planning Corp registered with the SEC or a state?",
      "a": "CS Planning Corp is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149937."
    },
    {
      "q": "How much does CS Planning Corp manage?",
      "a": "CS Planning Corp reports $1,960,873,373 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have CS Planning Corp's assets and staff changed since 2021?",
      "a": "In the Form ADV data for CS Planning Corp: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does CS Planning Corp serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,649); high net worth individuals (541); corporations or other businesses not listed above (10)."
    },
    {
      "q": "Which custodians does CS Planning Corp use?",
      "a": "CS Planning Corp's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does CS Planning Corp report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149937"
    },
    {
      "q": "What changed in CS Planning Corp's recent Form ADV filings?",
      "a": "In the July 2026 filing data: 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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 347955098.0,
      "total_employees": 20,
      "filing_date": "2021-09-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 517509647.0,
      "total_employees": 28,
      "filing_date": "2022-09-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 542566766.0,
      "total_employees": 47,
      "filing_date": "2023-08-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 957856476.0,
      "total_employees": 58,
      "filing_date": "2024-08-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1266223484.0,
      "total_employees": 60,
      "filing_date": "2025-07-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1960873373.0,
      "total_employees": 60,
      "filing_date": "2026-06-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "No longer lists the business name TAO Private Wealth."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,266,223,484 to $1,960,873,373 (+55%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added the business name Wealth Evolution Group.",
        "Added an office in Frisco, CO."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Changed its office addresses in Seattle, WA.",
        "Added an office in Lakewood Ranch, FL.",
        "No longer registered or notice-filed in MS, RI."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added the business name Nine Pines Ventures.",
        "Added an office in Pleasanton, CA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (investment advice or financial planning)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (investment advice or financial planning)"
        ],
        "quotes": [
          "We may also provide investment advice or financial planning to Clients on an hourly or fixed rate fee. Our maximum hourly rate is $250.00 per hour depending on the complexity of the issue being addressed."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "investment advice or financial planning"
        }
      ]
    },
    "quotes": [
      "We may also provide investment advice or financial planning to Clients on an hourly or fixed rate fee. Our maximum hourly rate is $250.00 per hour depending on the complexity of the issue being addressed."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cs-planning-corp-portland-or-149937.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3649,
      "fewer_than_5": false,
      "raum": 886492480.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 541,
      "fewer_than_5": false,
      "raum": 1062831657.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 11549236.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149937",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}