Craig Chandler is a registered investment advisor at Cs Planning CORP, based in Portland, OR, with 3 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
3395 SW Garden View Ave, Portland, OR, 97225
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2019Financial
October 2019Other Business ActivitiesSells Insurance
Craig is the President of Chandler Wealth Management LLC, dedicating full-time hours to providing safe money solutions via fixed annuities and life insurance. He is also the President of Crown Financial Marketing LLC, spending about a quarter of his time providing annuity and life insurance product distribution to independent financial advisors.
Employment History
Current Registrations
Cs Planning CORP
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.