Cs Planning Corp
Portland, Oregon
CS Planning Corp is a well-established regional investment advisory firm based out of Portland, Oregon. With over 1,280 individual clients and a remarkable $542,567,000 in assets under management, they have built a strong reputation in the industry. The firm operates from 31 offices strategically located throughout the region, ensuring convenient access for their diverse client base. Distinguishing themselves in the market, CS Planning Corp specializes in managing employer 401Ks and individual assets. Their extensive experience in this space has allowed them to develop a deep understanding of the unique challenges and opportuniti...
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Assets Under Mgmt

$542.57M

Investment Professionals

43

Locations

30

% 401K & Individual

75%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.