Cts Financial Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated December 23, 2025, reports $314M in regulatory assets under management, 9 employees, 1 office, and 732 accounts.
Assets Under Management
$314M
Employees
9
Offices
1 office
Total Clients
249
Primary office
CHICAGO, IL
737 NORTH MICHIGAN AVENUE, SUITE 2120, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
160
2
HNWI
35.7%
89
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$314Mas of December 23, 2025
Discretionary100.0%
$314M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$314M
Total Accounts732
10Y AUM Change+$78M (+33.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee28:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.