A complete list of active advisors currently associated with CS Planning Corp

Warmer can help you find a great advisor at CS Planning Corp or one who fits your needs even better.

CS Planning Corp, doing business as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting and financial planning to a range of clients including individuals (both non‑HNW and high‑net‑worth), businesses, retirement plans, foundations, trusts, estates and charitable organizations. It delivers these services through a multi‑advisor model and a network of Advisory Affiliates that may operate under separate legal entities and trade names for marketing purposes. The firm constructs broadly diversified portfolios across global equity and fixed‑income markets, uses a systematic strategy with periodic rebalancing, and tailors asset allocation to each client’s risk tolerance and goals; client accounts are monitored on an ongoing basis and are often managed on a discretionary basis. In limited, suitability‑driven cases the firm may employ margin, option strategies, or provide exposure to digital assets—generally accessed via exchange‑traded products on a digital‑asset platform—alongside more traditional mutual funds, ETFs, equities and bonds. What distinguishes the firm is its multi‑affiliate operating structure and related service relationships: it is affiliated with a turnkey/back‑office provider that receives custodial support fees from a major custodian, a dynamic the brochure discloses as a potential influence on custodian recommendations. The firm also discloses that some Advisory Affiliates are independently licensed to sell insurance (and may receive commissions), that it uses paid promoter/referral arrangements in some cases, and that it has a specific billing policy to value illiquid or privately priced holdings at zero when custodian pricing is unavailable.

To learn more about the advisors currently working at CS Planning Corp, 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.