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CTS FINANCIAL PLANNING, INC.
Legal name: CERTIFIED TAX SERVICE, INC.
CRD 110960File 801-25781
APPROVED
Retail clients
Custody
Filing as of Dec 23, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$313.9M
Below cohort median (national)
Discretionary AUM
$313.9M
Clients
249
732 accounts
Employees
9
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 22, 1985
- Principal office
- 737 NORTH MICHIGAN AVENUE, SUITE 2120, CHICAGO, IL, 60611
- Phone
- 312-337-1040
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $313.9M
- Discretionary AUM
- $313.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 732
- Non-discretionary accounts
- 0
- Total accounts
- 732
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 89 | $262.4M |
| Individuals (other than high net worth individuals) | 160 | $51.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.