LP Profile

CTS Financial Planning

Also known as cts financial planning

Wealth ManagerChicago, United StatesFounded 1972
Chicago
Headquarters
Investment Focus

About CTS Financial Planning

CTS Financial Planning is a wealth manager based in Chicago, US. Founded in 1972.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to CTS Financial Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$313.9M
Total Clients
732
Filing Date
December 23, 2025
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to CTS Financial Planning across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is CTS Financial Planning?

CTS Financial Planning is a wealth manager based in Chicago, United States.

Where is CTS Financial Planning headquartered?

CTS Financial Planning is headquartered in Chicago, United States.

When was CTS Financial Planning founded?

CTS Financial Planning was founded in 1972.

How can I contact CTS Financial Planning?

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