CS Planning Corp fees and pricing
Financial planner in Portland, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 30, 2026, CS Planning Corp charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our maximum hourly rate is $250.00 per hour depending on the complexity of the issue being addressed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How CS Planning Corp bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Notwithstanding the above, project fees are generally negotiable.”
- “Client’s asset management accounts are billed monthly in advance.”
- “Fees for a partial month at the commencement or termination of an agreement will be prorated based on the number of days the account was open during the month.”
How CS Planning Corp’s fees compare
- Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
- 8 of the 34 other planners in Portland that publish an hourly rate charge less.
About CS Planning Corp
“We provide fee-only investment supervisory, portfolio management, investment consulting and financial planning services.”
- Firm size: 60 employees.
- Registered as an adviser: 2009 (17 years).
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
- 1.5% a year
- Clients
- 4,190
- Employees
- 60
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,960,873,373
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149937
- Phone
- (503) 292-5853
Can advise clients in 35 states: Alaska, Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, Wyoming
Other planners in Portland that publish fees
- Apm WealthPortland$250/hr, $1,299/mo
- Becker Capital Management, Inc.Portland$100-$500/hr
- Blue Water WealthPortland$2,000-$20,000
- Blueprint Financial Advisors, LLCPortland$250/hr
- Burgess Financial PlanningPortland$360/hr
- CLS Financial Advisors, Inc.Portland$350/hr, $1,000-$10,000
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.