C.S Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management, financial planning, business consulting, and retirement plan advisory services to individuals, high‑net‑worth individuals, business owners, and plan sponsors. As of December 31, 2025 the advisor reported managing $1,174,234 across 35 clients on a discretionary basis.
C.S Wealth’s investment approach is primarily long‑term and built on fundamental analysis, using low‑cost, diversified mutual funds and ETFs and, where appropriate, individual stocks, bonds or options to meet client objectives. The firm discloses continuous monitoring with formal reviews at least annually and states it uses third‑party artificial intelligence tools for research, portfolio analysis, and risk monitoring as decision‑support, with all recommendations subject to human review.
Compared with peers, the brochure discloses two relatively uncommon features: the firm advertises hypothetical performance examples in its materials and provides 3(21) retirement plan advisory (pension consulting) services to plans and sponsors. The disclosure also notes the principal maintains other part‑time occupations (approximately 30% time as a CDL driver and 5% as a ranch manager) and that the firm has an institutional relationship with its custodian that provides software and platform benefits.
Client services
Expertise
Fee options
Financial planning fixed fees range up to $6,000; business consulting fixed fees range up to $15,000.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,999,999: 0.65% annually $3,000,000+: 0.25% annually
Ongoing financial planning fees up to $1,000 per month; ongoing business consulting fees up to $2,000 per month; retirement plan advisory fees up to 1.00% annually, billed quarterly in advance.
Main office
Carey ID
Advisors at this office
1
Most active in
Idaho · Utah
Also doing business as
C.S Investments LLC · C.S Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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