CTS Financial Planning

Trust Score 95%
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Last updated: August 16th, 2019. Data source: SEC filings.


CTS Financial Planning, federally registered in 1985, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 4 advisors. CTS Financial Planning manages $280.1 million and provides investment advisory services for 222 clients (1:56 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $50,000
Average Client Balance $1,261,891
Hybrid Advisor No
Disciplinary History No
Total AUM $280.1 million
Advisor / Client Ratio 1:56
Headquarters Chicago, IL
SEC Filings Forms and Brochures    (CRD # 110960)
State(s) Registered CA, FL, IL, TX, WI

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