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CS PLANNING CORP
CRD 149937 · SEC 801-70381
3395 SW GARDEN VIEW AVE, PORTLAND, OR, 97225, United States
Phone
503-292-5853
Fax
503-292-5863
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.96B
Discretionary AUM
$1.96B
Team
60 total employees; 49 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3649 | $886.5M |
| High net worth individuals | 541 | $1.06B |
| Corporations/business entities | 10 | $11.5M |
States served
AK, AZ, CA, CO, DE, DC, GA, ID, IL, IN, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, WY, WA, TX, NH, HI, FL
All web addresses on file
- https://www.vertwealth.com/
- HTTP://WWW.COLLINGWOODWEALTH.COM/
- https://www.taoprivatewealth.com/
- http://www.csplanningcorp.com/
- http://www.ssummitscapital.com
- https://www.finaltllc.com/
- https://collingwoodgrp.com/
- http://redstonecapitalmanagement.com
- https://www.gp-pwm.com/
- https://brandenburgfs.com/
- https://www.facebook.com/profile.php?id=100086388351348
- https://www.mpaccg.com/
- https://www.linkedin.com/company/seven-summits/
- https://www.facebook.com/sevensummitscapital/
- https://hamiltonbrandenburg.podbean.com/
- https://www.instagram.com/hamiltonbrandenburg/?hl=en
- https://www.linkedin.com/in/hamilton-brandenburg-9a361b12b/
Official SEC filing: View on IAPD