CS Advisors Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275⁠-⁠$500/hr

“Our hourly fees range from $275 to $500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How CS Advisors Inc.’s fees compare

• Its hourly rate of $275-$500 spans the Florida median of $288. 77% of the 372 other Florida planners that publish an hourly rate charge less.
• 5 of the 10 other planners in Boca Raton that publish an hourly rate charge less.

About CS Advisors Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

97

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$118,044,036

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

130729

Website

csadvisorsinc.com (opens in new tab)

Phone

(561) 241-9301

Can advise clients in 4 states: Florida, North Carolina, New York, Texas

Other planners in Boca Raton that publish fees

• Advise FinancialBoca Raton$300⁠-⁠$1,000/hr, $399/mo
• Align Equity GroupBoca Raton$300⁠-⁠$500/hr
• Amplify My WealthBoca Raton$250/hr, $250⁠-⁠$2,500
• Fiduciary Family Office, LLCBoca Raton$350⁠-⁠$600/hr, $30,000⁠-⁠$250,000
• Financial Connection, IncBoca Raton$250/qtr
• Greenline Wealth ManagementBoca Raton$200/hr, $500⁠-⁠$300,000

Compare all 33 planners in Boca Raton