Curt Stauffer is a registered investment advisor at Cs Planning CORP, based in Lancaster, PA, with 18 years of industry experience. Curt 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,819 clients
Average Client Portfolio
$449K average
Assets Under Management
$1.3B
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1853 William Penn Way, Suite 9, Lancaster, PA, 17601
Get directionsHistory
Regulatory History (8)
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Customer Dispute
July 2025Pending
Customer Dispute
August 2024Final
Customer Dispute
October 2021Settled
Customer Dispute
July 2021Settled
Customer Dispute
September 2020Settled
Customer Dispute
September 2020Settled
Customer Dispute
September 2020Settled
Customer Dispute
May 2020Settled
Employment History
Current Registrations
Cs Planning CORP
August 2020 - Present · 5 yrs 8 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
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.
Exams
No exam information available for this advisor.