CERTIFIED TAX SERVICE, INC.
Doing business as CTS FINANCIAL PLANNING, INC.. SEC Form ADV profile.
Total regulatory AUM
$313,859,000
Discretionary
$313,859,000
Non-discretionary
$0
Firm details
- CRD number
- 110960
- SEC file number
- 801-25781
- Main office
- CHICAGO, IL, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.