TrueAdvisor
TrueAdvisor
CS
CS

Curt Robert Stauffer

Cs Planning CORP
17 Years of Experience
8 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Cs Planning CORP
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,819 clients
Average Client Portfolio
$449K average
Assets Under Management
$1.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M1.50%
$1.5M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10M+0.90%

Fees negotiable above $10,000,000.00

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$15,000

Location

1853 William Penn Way, Suite 9, Lancaster, PA, 17601

Get directions

History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2025
Pending
Customer Dispute
August 2024
Final
Customer Dispute
October 2021
Settled
Customer Dispute
July 2021
Settled
Customer Dispute
September 2020
Settled
Customer Dispute
September 2020
Settled
Customer Dispute
September 2020
Settled
Customer Dispute
May 2020
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cs Planning CORP
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Coastal Investment Advisors
December 2011 - September 2020 · 8 yrs 9 mos
Ehd Advisory Services, INC.
January 2008 - December 2011 · 3 yrs 11 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.