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CTS Financial Planning, Inc.

Headquartered in CHICAGO, IL

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Firm Information

CTS Financial Planning, Inc. is a Chicago, IL-based registered investment advisor with approximately $298.69 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and high net worth individuals. They have a total of 725 client accounts. The firm's website addresses are: HTTPS://WWW.TWITTER.COM/CTS_CHI, HTTPS://WWW.LINKEDIN.COM/COMPANY/1311857, HTTPS://WWW.CTSFINANCIALGROUP.COM, HTTPS://WWW.FACEBOOK.COM/CTSFINANCIALGROUP.

CTS Financial Planning, Inc.

737 NORTH MICHIGAN AVENUE

CHICAGO, IL 60611

$298.69M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CTS FINANCIAL PLANNING, INC. has a total of 2 branch locations across the country.
location

CHICAGO, IL

location

Westlake Village, CA

Advisors at CTS Financial Planning, Inc.

View All 3 Advisors
Unclaimed
Charles Anthony Marien

CFP®, RA

CHICAGO, IL

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Christopher Todd Much

CFP®, RA

CHICAGO, IL

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Unclaimed
Todd Wayne Much

CFP®, RA

CHICAGO, IL

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Unclaimed
Jonathon Corey Much

CFC®, RA

CHICAGO, IL

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Disclosures

There are no public disclosures for CTS Financial Planning, Inc..

Frequently Asked Questions (9)

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