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Craig Alexander Chandler

Cs Planning CORP
3 Years of Experience
2 DisclosuresSells Insurance
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

3395 SW Garden View Ave, Portland, OR, 97225

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History

Regulatory History (2)
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.
Judgment / Lien
December 2019
Financial
October 2019
Final
View Full SEC ReportHow to Read Disclosures
Other 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
August 2022 - Present · 3 yrs 6 mos
State Registrations3 states
FLGATX
Advisor
Exams
No exam information available for this advisor.