CTS FINANCIAL PLANNING, INC.

737 North Michigan Avenue
Suite 2120
Chicago, Illinois 60611
Tel: 312-337-1040

About CTS FINANCIAL PLANNING, INC.

CTS FINANCIAL PLANNING, INC, formally registered with the SEC as CTS FINANCIAL PLANNING, INC. The firm was established in 11/22/1985. They have over 2 offices throughout the country.

CTS FINANCIAL PLANNING, INC. is a Chicago, Illinois based Financial Planning firm with nearly $298,694,000 assets under management, offering retirement planning & investment advisory services to 725 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110960
SEC#	801-25781
Assets Managed by Firm	$298,694,000
No. of Clients	725
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	725	$298,694,000
Individuals (other than high net worth individuals)	158	$49,440,000
High net worth individuals	89	$249,254,000

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