Kevin Canterbury is a ChFC-designated registered investment advisor at Cs Planning CORP, based in Scottsdale, AZ, with 20 years of industry experience. Kevin 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
7231 E. Princess Blvd, Suite 201, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (4)
Customer Dispute
July 2023Customer Dispute
June 2020Customer Dispute
July 2019Customer Dispute
October 2018Other Business ActivitiesSells Insurance
Kevin is a life insurance agent selling life and disability insurance through Truchoice Financial Life Insurance Brokerage since 2012. This activity requires minimal time.
Employment History
Current Registrations
Cs Planning CORP
Previous Registrations
Coastal Investment Advisors
Coastal Investment Advisors
Coastal Equities, INC.Broker
Interwealth Management, LLC
Rich Goldman Asset Mgmt, LLC
Mutual Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.