Cs Planning Corp
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 4,200
- Avg AUM / client
- $467K
- Accounts
- 9,340
- Employees
- 60
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,649 | $886M | 45.2% |
| High net worth individuals | 541 | $1.1B | 54.2% |
| Corporations and other businesses | 10 | $11.5M | 0.59% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| On Q Financial 401(k) Plan On Q Financial, Llc | 2024 |
People (32)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hicks, Christopher, Keil | President And Chief Compliance Officer | Jan 2008 (19y) | 75% or more | |
| Evan Thomas Kellenberger | Registered representative | Jan 2013 (14y) | ||
| David Lawrence Armstrong | Registered representative | Jul 2013 (13y) | ||
| Curt Robert Stauffer | Registered representative | Aug 2020 (6y) | ||
| Kevin Todd Canterbury | Registered representative | Chartered Financial Consultant | Nov 2020 (6y) | |
| James Michael Plumlee | Registered representative | Jan 2021 (6y) | ||
| Catherine Wimp Kessler | Registered representative | Jan 2021 (6y) | ||
| Marc Michel Girardot | Registered representative | CFP | Sep 2021 (5y) | |
| Michael John Goyarts | Registered representative | Feb 2022 (4y) | ||
| Richard E Bingaman | Registered representative | Feb 2022 (4y) | ||
| Jacquie Kathleen Lemarr | Registered representative | Mar 2022 (4y) | ||
| Amy Rusch | Registered representative | May 2022 (4y) | ||
| Charles William Burmaster | Registered representative | Chartered Financial Consultant | Sep 2022 (4y) | |
| Charles Gregory Burmaster | Registered representative | Sep 2022 (4y) | ||
| Hamilton Brandenburg | Registered representative | Oct 2022 (4y) | ||
| John Gustafsson | Registered representative | Mar 2023 (3y) | ||
| Aaron Denon Bessonette | Registered representative | Mar 2023 (3y) | ||
| Bryan Dale Dearden | Registered representative | Mar 2023 (3y) | ||
| Joshua Joseph Mayr | Registered representative | Mar 2023 (3y) | ||
| Lisa K. Mc Cullough | Registered representative | Mar 2023 (3y) | ||
| Ryan Matthew Jordan | Registered representative | Mar 2023 (3y) | ||
| Timothy Keith Kadlec | Registered representative | Mar 2023 (3y) | ||
| Christopher Riley Avey | Registered representative | Mar 2023 (3y) | ||
| Erik John Peterson | Registered representative | Mar 2023 (3y) | ||
| Justin Aaron Hart | Registered representative | Apr 2023 (3y) | ||
| Steven Ray Beranek | Registered representative | Apr 2023 (3y) | ||
| Robert Arthur Morin | Registered representative | Aug 2023 (3y) | ||
| Daniel Harris Roseth | Registered representative | Jan 2025 (2y) | ||
| William Fung | Registered representative | Nov 2025 (1y) | ||
| Ronald Dean Moore | Registered representative | Jan 2026 (1y) | ||
| Martin Jennings Curry | Registered representative | CFP Chartered Financial Consultant | Feb 2026 (0y) | |
| Joseph Gilewski | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| On Q Financial 401(k) Plan | On Q Financial, Llc | 0 | $3.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $1.6B (81% of AUM) Jun 2026
- Fidelity Distributors Company Llc $724M (76% of AUM) Mar 2025
- Charles Schwab & Co. $357M (18% of AUM) Jun 2026
- Fidelity Brokerage Services $177M (34% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗