C.s Wealth LLC fees and pricing

Financial planner in Carey, Idaho. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 24, 2026, C.s Wealth LLC charges a monthly fee of $50⁠-⁠$250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly in advance pursuant to the terms of the investment advisory agreement.”
“The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees charged for investment management services may be negotiable based on several factors, at the discretion of the Advisor.”

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2023 (3 years).

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 35
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
Assets managed: $1,174,234
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 329021
Website: cswealth.llc (opens in new tab)
Phone: (208) 721-3798

Can advise clients in 2 states: Idaho, Utah

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.