# CS Planning Corp

> 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.

- CRD: 149937
- Filed as: CS PLANNING CORP
- 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)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149937
- AdvisorCensus page: https://advisorcensus.com/firm/cs-planning-corp-portland-or-149937

## Quick answers

**How is CS Planning Corp compensated?**
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).

**Where is CS Planning Corp located?**
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).

**Is CS Planning Corp registered with the SEC or a state?**
CS Planning Corp is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149937.

**How much does CS Planning Corp manage?**
CS Planning Corp reports $1,960,873,373 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have CS Planning Corp's assets and staff changed since 2021?**
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.

**What types of clients does CS Planning Corp serve?**
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).

**Which custodians does CS Planning Corp use?**
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.

**Does CS Planning Corp report any disciplinary disclosures?**
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

**What changed in CS Planning Corp's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $1,960,873,373
- Discretionary: $1,960,873,373
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,649 | $886,492,480 |
| High net worth individuals | 541 | $1,062,831,657 |
| Corporations or other businesses not listed above | 10 | $11,549,236 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 60 total, 49 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Boston, MA
- Canton, GA
- Cupertino, CA
- East Wenatchee, WA
- Jackson, WY
- Lakewood Ranch, FL
- Lancaster, PA
- New Hartford, NY
- Phoenix, AZ
- Pleasanton, CA
- Salisbury, MD
- Scottsdale, AZ
- Seattle, WA
- Spokane, WA
- Tulsa, OK
- Vero Beach, FL

### Websites listed on Form ADV (Item 1.I)
- brandenburgfs.com
- collingwoodgrp.com
- collingwoodwealth.com
- csplanningcorp.com
- finaltllc.com
- gp-pwm.com
- hamiltonbrandenburg.podbean.com
- kevincanterbury.com
- mpaccg.com
- redstonecapitalmanagement.com
- ssummitscapital.com
- taoprivatewealth.com
- vertwealth.com
- Facebook facebook.com
- Facebook @sevensummitscapital
- Instagram @hamiltonbrandenburg
- LinkedIn @seven-summits
- LinkedIn @hamilton-brandenburg-9a361b12b

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $347,955,098 | 20 | September 15, 2021 |
| October 2022 | $517,509,647 | 28 | September 28, 2022 |
| October 2023 | $542,566,766 | 47 | August 18, 2023 |
| October 2024 | $957,856,476 | 58 | August 15, 2024 |
| October 2025 | $1,266,223,484 | 60 | July 18, 2025 |
| October 2026 | $1,960,873,373 | 60 | June 30, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### 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.

### May 2026
- No longer lists the business name TAO Private Wealth.

### April 2026
- Regulatory assets under management went from $1,266,223,484 to $1,960,873,373 (+55%).

### February 2026
- Added the business name Wealth Evolution Group.
- Added an office in Frisco, CO.

### 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.

### December 2025
- Added the business name Nine Pines Ventures.
- Added an office in Pleasanton, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CS Planning Corp (CRD 149937): Form ADV filing data as of October 2026.