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Justin Aaron Hart

CS Planning Corp.

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About Justin Aaron Hart

Justin Hart is a financial advisor with CS Planning Corp. Justin has been in the industry since 2007 and has experience in the areas of financial planning and portfolio management for individuals. Justin has a Series 6, 7, 63, and 65 license and holds a Registered Representative (RR) license in Texas. Prior to joining CS Planning Corp., Justin worked for Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Justin also worked for Tao Private Wealth, LLC, a single-family office, and CS Planning Corp. Justin currently works out of the Portland, OR office of CS Planning Corp.

Firm Information

Justin Hart is currently registered with CS Planning Corp.. CS Planning Corp. is a financial advisor headquartered in Portland, OR. The firm offers a range of services, including financial planning and portfolio management for individuals and businesses. They manage over $957 million in assets for 4,650 clients, primarily individuals (both high-net-worth and others) and businesses.
CS Planning Corp.

3395 SW GARDEN VIEW AVE

PORTLAND, OR 97225

$957.86M

Assets Under Management

6

Total Clients

33

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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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.

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Justin Hart’s Registration & Firm History

OR

04/03/2023 - Present

CS Planning Corp. (PORTLAND OR)

OK

01/01/2008 - 01/14/2014

FIDELITY BROKERAGE SERVICES LLC (TULSA OK)

KY

10/01/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)

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Licenses & Designations

IA

Issued 09/08/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/10/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/19/2009

Series 7 - General Securities Representative Examination

BC

Issued 09/28/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Aaron Hart.
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