Charles William Burmaster
Investment adviser representative at Cs Planning Corp
26 yearsExperience
2 statesRegistered in
ChFC®Designation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Pks InvestmentsFeb 2023 to now
- Cs Planning CorpSep 2022 to now
- Cs Planning Corp. d/b/a the Collingwood GroupSep 2022 to now
- Master Planners & AssociatesMay 2009 to now
- Cadaret, Grant & Co., Inc.Jul 2000 to Sep 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Cs Planning Corp
$2BAssets managed
4,200Clients
21Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2249118
- Firm CRD
- 149937