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CS PLANNING CORP

PORTLAND, OR · CRD 149937 · IAPD ↗ · 503-292-5853

$1.96BRegulatory AUM
49Advisory reps
60Employees
6Clients
1-10Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — CS PLANNING CORP added office(s): 33 -> 36 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — CS PLANNING CORP reported RAUM up 55% ($1.27B -> $1.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
February 2026 — CS PLANNING CORP changed its website from cultivant.com to vertwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
December 2025 — CS PLANNING CORP added office(s): 31 -> 33 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
August 2025 — CS PLANNING CORP changed its website from richardsonwealthmanagement.com to cultivant.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
June 2025 — CS PLANNING CORP changed its website from seltunfg.com to richardsonwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
April 2025 — CS PLANNING CORP changed its website from richardsonwealthmanagement.com to seltunfg.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
April 2025 — CS PLANNING CORP notice-filed in IN, MN, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — CS PLANNING CORP crossed $1B in regulatory AUM ($957.9M -> $1.27B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
February 2025 — CS PLANNING CORP changed its website from gp-pwm.com to richardsonwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
April 2024 — CS PLANNING CORP notice-filed in ID, NE, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — CS PLANNING CORP reported RAUM up 77% ($542.6M -> $957.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.