A complete list of active advisors currently associated with C.S Wealth LLC

Warmer can help you find a great advisor at C.S Wealth LLC or one who fits your needs even better.

C.S Wealth LLC provides investment advisory and financial planning services to individuals and high net worth individuals. The firm also offers retirement plan advisory (3(21)) services and business consulting, and manages discretionary portfolios using mutual funds, ETFs, individual stocks and bonds, and options. The advisor emphasizes a long-term, diversified portfolio construction grounded in fundamental analysis, while retaining flexibility to trade for rebalancing or client cash needs. C.S Wealth supplements its research, portfolio analysis, and risk monitoring with third-party artificial intelligence tools used as decision-support, with all recommendations subject to human review. The brochure discloses that C.S Wealth is a small, recently founded, solo-managed firm overseeing about $1.17 million for 35 clients and that it provides ERISA-focused plan services such as IPS design, ERISA 404(c) assistance, benchmarking, and plan performance reporting—services that are less common among independent peers. The firm also notes an institutional relationship with its custodian platform that provides software and support, and that the principal has significant non-advisory employment (ranch management, ~65% of his time), items the brochure describes as potential capacity and conflict considerations.

To learn more about the advisors currently working at C.S Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Carson Simpson	Carey, ID	2

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