Michael Goyarts is a registered investment advisor at Cs Planning CORP, based in Scottsdale, AZ, with 25 years of industry experience. Michael 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
8777 East Via De Ventura, Suite 335, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mike owns an estate planning services business since 2016, which is not investment related. He also owns a non-variable insurance business since 2015, which is investment related.
Employment History
Current Registrations
Cs Planning CORP
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Pershing Advisor Solutions LLCBroker
Amerivest Investment Management, LLC
Ameritrade, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Charles Schwab & CO., INC.Broker
Pilgrim America Securities, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations1 state
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