Firm
C.S. Wealth
Carey, Idaho
Fee-only
C.S. Wealth at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 35 individual clients, 2 of them high net worth.
- Its average account is about $18,000 (assets it manages divided by its 65 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Carey, Idaho |
|---|---|
| Website | cswealth.llc |
| [email protected] | |
| Phone | (208) 721-3798 |
C.S. Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| How it charges | Flat fee · One-time plans or projects |
In the firm's words
"Starts at $2,500 for one business, plus $750 for each additional business." source
"Starts at $2,500 for one business, plus $750 for each additional business." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 33 |
| High-net-worth clients | 2 |
| Accounts managed | 65 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 329021 |