C
$313.9M Total AUM
$313.9M Disc. AUM
5.6% 3Y CAGR
9 Employees
249 ADV. Clients
40 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- AtlasVital vector +more
- Established Date
- 11-22-1985
- Office Locations
- 2
Office Locations
737 North Michigan Avenue Suite 2120 Chicago IL
-- Westlake Village CA
About CTS Financial Planning, Inc.
CTS Financial Planning is a Chicago-based wealth management and financial planning boutique providing investment management alongside tax planning/advice and insurance planning. The firm emphasizes one-on-one, holistic guidance across retirement and broader financial goals, and also offers company 401(k) monitoring. Notably, it has provided tax advice since 1981.
Team overview
43 AVG AGE
$78.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
20.1 yrs AVG TENURE
9 Employees
4 Advisory Reps
4 RIA Reps
40yrs Firm Age
Insights
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Asset Classes
Capital north Zenith value Element Capital Horizon crest
CRM
Momentum
Custodian
North Oak Focus Radial Unison glacier
Fund Managers
Glacier legacy
Investment Themes
Horizon Element pioneer Crest
Investment Vehicles
Focus
Services
Catalyst Matrix focus Summit value Pioneer fusion Legacy Optima Timber Capital Insight Unison Zenith Vital
Technology
Oak Wave north Zenith Foundation Pathway focus Wave
Owner & Executives
C
CHARLES ANTHONY MARIEN III
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT
- CRD
- #1391828
- Ownership
- 25% but less than 50%
(478) 686-8697
insight.meridian@signalcapital.com
in linkedin.com/in/insight-catalyst
T
TODD WAYNE MUCH
Chief Executive Officer, President
- CRD
- #712126
- Ownership
- 25% but less than 50%
(879) 519-5926
summit.peak@beaconcapital.com
in linkedin.com/in/element-element
F
Focus matrix
Radial radial
- CRD
- #29787
- Ownership
- 7.3%
(699) 296-2463
element.element@zenithcapital.com
in linkedin.com/in/pioneer-timber
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $313,859,000 | $428,769 |
| Non-Discretionary | $0 | -- |
| Total | $313,859,000 | $428,769 |
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Separately Managed Accounts
Total SMA Asset: $313,859,000
Public Funds:
19.9% Other:
16.1% Equity - Exchange:
31.9% U.S. Government/Agency:
7.1% Cash:
25.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $860,805,629 | 19.9% |
| Other | $696,430,685 | 16.1% |
| Equity - Exchange | $1,379,884,401 | 31.9% |
| U.S. Government/Agency | $307,121,606 | 7.1% |
| Cash | $1,081,414,107 | 25.0% |
| Total | $4,325,656,428 | 100.0% |