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CS Planning Corp. (CSP) provides advisors with an experienced, client-focused support team to handle many of their daily administrative tasks.

Who We Are

As a service partner to advisors, CSP offers a single point of contact for all administrative activities with the vendors or custodians they choose to use.

While advisors continue to supervise and direct those tasks, they are no longer burdened with the actual execution of those activities. This allows them to focus even more on delivering the best possible overall service to their clients.

CSP's qualified staff serves as an extension of an advisors' own team and thus plays a big role in their day-to-day service operations.

About CS Planning Corp.


Several years ago, CSP formed an exclusive service company to work with a select number of successful financial advisors throughout the country who needed our help.

CSP has leveraged the growing number of our advisor relationships to build a highly experienced support team and integrated technology system, ultimately giving us the ability to effectively handle much of our advisor partners' daily administrative workload. CSP has a proven history of forming long-term, successful partnerships with advisors who are interested in a custom solution which allows them to outsource most all trading, reporting, billing, and technology-related activities to a trusted virtual partner. By outsourcing the majority of their day-to-day operations, advisors are able to increase even further their competitive edge in the local marketplace, while streamlining their firm's business processes and technology.


Many advisors share a common goal of freeing up their time, energy, and expenses relating to most of their firm's day-to-day administrative workload.


An advisor's partnership with CSP can prove advantageous to both the advisor and his/her clients for the following reasons:

Service Model

CSP can help advisors ensure that their firm is as streamlined and efficient as possible, taking minutiae like trade execution, technology upkeep, billing, and reporting away from their workload, while ensuring no single employee or principal is solely responsible for or tasked with any one specific area of activity.

Contact Us

CS Planning Corp.
3395 SW Garden View Ave.
Portland, OR 97225
P: (503) 445-1957

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