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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does CS Planning offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does CS Planning use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does CS Planning have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CS Planning invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns CS Planning?","answer":"CS Planning’s direct owner is Christopher Hicks (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does CS Planning get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is CS Planning registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact CS Planning?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}