CS Planning provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
CS Planning reports 4,200 clients. They include 3,649 individual clients, 541 high-net-worth individuals, and 10 corporations and other businesses. Of its assets, 100.0% ($1.96B across 9,340 accounts) are managed with discretion. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 45% |
| High-net-worth individuals | 13% | 54% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,649 | $886M | 45.2% | $243K |
| High-net-worth individuals | 541 | $1.06B | 54.2% | $1.96M |
| Corporations and other businesses | 10 | $11.5M | 0.6% | $1.15M |
| Total | 4,200 | $1.96B | 100% | $467K |
- Clients
- 3,649
- Regulatory AUM
- $886M
- AUM share
- 45.2%
- Avg. per client
- $243K
- Clients
- 541
- Regulatory AUM
- $1.06B
- AUM share
- 54.2%
- Avg. per client
- $1.96M
- Clients
- 10
- Regulatory AUM
- $11.5M
- AUM share
- 0.6%
- Avg. per client
- $1.15M
Total
- Clients
- 4,200
- Regulatory AUM
- $1.96B
- AUM share
- 100%
- Avg. per client
- $467K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
CS Planning is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Christopher Hicks owns 75% or more of CS Planning. The leadership team of CS Planning includes President Christopher Hicks. It has 60 employees, 49 of them in advisory roles.
Leadership
- Christopher HicksPresident and Chief Compliance Officer
Investment adviser representatives
31 representatives listed in the SEC register as of 9 October 2026.
- David Lawrence Armstrong
- Christopher Riley Avey
- Steven Ray Beranek
- Aaron Denon Bessonette
- Richard E Bingaman
- Hamilton Brandenburg
- Charles William Burmaster JR
- Charles Gregory Burmaster
- Kevin Todd Canterbury
- Martin Jennings Curry
- Bryan Dale Dearden
- William Fung
- Joseph Gilewski
- Marc Michel Girardot
- Michael John Goyarts
- John Gustafsson
- Justin Aaron Hart
- Ryan Matthew Jordan
- Timothy Keith Kadlec
- Evan Thomas Kellenberger
- Catherine Wimp Kessler
- Jacquie Kathleen Lemarr
- Joshua Joseph Mayr
- Lisa K. McCullough
- Ronald Dean Moore
- Robert Arthur Morin
- Erik John Peterson
- James Michael Plumlee
- Daniel Harris Roseth
- Amy Rusch
- Curt Robert Stauffer
Staff
- 60 employees
- 49 in advisory functions
- 49 state-registered reps
- 11 broker-dealer reps
- 23 insurance agents
- 6 soliciting firms
- Owns 75% or more of CS Planning Corp
Christopher Hicks
Control person · since January 2008
CS Planning’s regulatory assets grew 5.6× from $348M (April 2021) to $1.96B (June 2026); clients rose from 917 to 4,200 and employees from 20 to 60.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $1.96B | 4,200 | 60 | 21 |
| July 2025 | $1.27B | 2,819 | 60 | 32 |
| May 2024 | $958M | 2,171 | 58 | 32 |
| August 2023 | $543M | 1,335 | 47 | 31 |
| June 2022 | $518M | 533 | 28 | 21 |
| April 2021 | $348M | 917 | 20 | 17 |
Besides its headquarters, CS Planning has 20 offices (3 private residences, listed without an address), with 18 listed addresses across 12 states.
Arizona · 3 listed addresses
- 7231 E. Princess BLVD, Scottsdale
- 8777 East Via De Ventura, Scottsdale
- 1630 E. Bethany Home Road, Phoenix
Washington · 3 listed addresses
- 667 Grant Road, Suite 1, East Wenatchee
- 1455 NW Leary Way, Seattle
- 1212 N. Washington Street, Suite 116, Spokane
California · 2 listed addresses
- 74 Neal Street, Pleasanton
- 20111 Steven Creek BLVD., Suite 200, Cupertino
Florida · 2 listed addresses
- 11254 Rivers Bluff Cir, Lakewood Ranch
- 2801 Ocean Drive, Vero Beach
Georgia · 1 listed address
- 203 Oakwind Court, Canton
Maryland · 1 listed address
- 631 North Park Drive, Salisbury
Massachusetts · 1 listed address
- 90 Canal Street, Boston
New York · 1 listed address
- 16 Kellogg Road, New Hartford
Oklahoma · 1 listed address
- 1316 E. 35th Place, Suite 200, Tulsa
Oregon · 1 listed address
- 3395 SW Garden View Ave, PortlandHQ
Pennsylvania · 1 listed address
- 1853 William Penn Way, Lancaster
Wyoming · 1 listed address
- 240 West Broadway, Jackson
Other business names
CS Planning has reported 15 other business names to the SEC.
- 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
Show all 15 names
- Technical MNGT GP
- The Collingwood Group
- Vertical Ascent Wealth Management
Contact and registration details
- Legal name
- CS Planning Corp
- Headquarters
- 3395 SW Garden View Ave, Portland, OR 97225
- Website
- collingwoodgrp.com
- Phone
- 503-292-5853
- SEC file
- 801-70381
- Structure
- Oregon corporation
- Fiscal year end
- December
CS Planning uses Fidelity ($1.58B, 82%) and Charles Schwab ($357M, 18%) as custodians for its separately managed accounts. CS Planning has custody of $187M in client assets for 563 clients.
- FidelityNational Financial Services LLC · Boston, AL · $1.58B82%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $357M18%
At year end, CS Planning’s separately managed accounts were mostly in funds (73%) and stocks (14%).
What the accounts hold
- Stocks14%
- Funds73%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash10%
How many clients does CS Planning have?
CS Planning has 4,200 clients and manages $1.96 billion for them, as of June 2026. They include 3,649 individual clients, 541 high-net-worth individuals, and 10 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 June 2026
What services does CS Planning offer?
CS Planning provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does CS Planning use?
CS Planning’s separately managed account assets are held at National Financial Services LLC (Boston, AL), with $1.58B and Charles Schwab & Co., Inc. (Westlake, TX), with $357M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 June 2026
How many financial advisors does CS Planning have?
CS Planning has 49 investment adviser representatives registered with state securities authorities, out of 60 employees, and 49 perform investment advisory functions. 11 employees are registered representatives of a broker-dealer and 23 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does CS Planning invest in?
At the end of its last fiscal year, CS Planning’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 10% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CS Planning?
CS Planning’s direct owner is Christopher Hicks (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 June 2026
How does CS Planning get paid?
CS Planning is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is CS Planning registered with the SEC?
Yes, CS Planning has been registered with the SEC as an investment adviser since 10 July 2009. Its CRD number is 149937 and its SEC file number is 801-70381.
Source: Form ADV Part 1A, Item 1, filed 30 June 2026; IAPD firm record
How do I contact CS Planning?
CS Planning’s main office is at 3395 SW Garden View Ave, Portland, OR 97225. Its phone number is 503-292-5853. Its website is collingwoodgrp.com.