CERTIFIED TAX SERVICE, INC.
Legal name: CTS FINANCIAL PLANNING, INC.
CRD #110960 SEC #801-25781 CHICAGO, IL 312-337-1040
SEC Registered
Total AUM
$313.9M
Discretionary
$313.9M
Employees
9
Clients
1
Accounts
732
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $313.9M | $313.9M | $0 | 9 | 0 |
| Dec 2024 | $298.7M | $298.7M | $0 | 8 | 0 |
| Dec 2023 | $274.2M | $274.2M | $0 | 8 | 0 |
| Dec 2022 | $266.4M | $266.4M | $0 | 8 | 0 |
| Dec 2021 | $308M | $308M | $0 | 9 | 0 |
| Apr 2021 | $267.7M | $267.7M | $0 | 8 | 0 |
| Feb 2021 | $267.7M | $267.7M | $0 | 8 | 0 |
| Dec 2020 | $267.7M | $267.7M | $0 | 8 | 0 |
| Nov 2020 | $267.2M | $267.2M | $0 | 9 | 2 |
| Jun 2020 | $267.2M | $267.2M | $0 | 9 | 2 |
| Apr 2020 | $267.2M | $267.2M | $0 | 9 | 2 |
| Dec 2019 | $267.2M | $267.2M | $0 | 9 | 2 |
| Dec 2018 | $280.1M | $280.1M | $0 | 7 | 0 |
| Dec 2017 | $264.1M | $264.1M | $0 | 7 | 1 |
| Dec 2016 | $236M | $236M | $0 | 7 | 200 |
| Dec 2015 | $225.1M | $225.1M | $0 | 7 | 300 |
| Jun 2015 | $241.3M | $241.3M | $0 | 6 | 300 |
| Dec 2014 | $241.3M | $241.3M | $0 | 6 | 300 |
| Jul 2014 | $221.4M | $221.4M | $0 | 6 | 300 |
| Mar 2014 | $221.4M | $221.4M | $0 | 6 | 300 |
| Feb 2014 | $221.4M | $221.4M | $0 | 6 | 300 |
| Dec 2013 | $221.4M | $221.4M | $0 | 6 | 300 |
| Dec 2012 | $212.3M | $212.3M | $0 | 5 | 300 |
| Dec 2012 | $212.3M | $212.3M | $0 | 5 | 300 |
| Mar 2012 | $194.9M | $194.9M | $0 | 6 | 300 |
| Dec 2011 | $196.4M | $196.4M | $0 | 6 | 300 |
| Dec 2010 | $193.3M | $193.3M | $0 | 10 | -- |
| Nov 2007 | $239.4M | $239.4M | $0 | 10 | -- |
| Nov 2006 | $223.8M | $223.8M | $0 | 5 | -- |
| Feb 2006 | $217.1M | $217.1M | $0 | 5 | -- |
| Dec 2005 | $217.1M | $217.1M | $0 | 5 | -- |
| Nov 2005 | $217.1M | $217.1M | $0 | 5 | -- |
| Jun 2005 | $203.3M | $203.3M | $0 | 5 | -- |
| Dec 2004 | $203.3M | $203.3M | $0 | 5 | -- |
| Dec 2003 | $183.4M | $183.4M | $0 | 5 | -- |
DateDec 2025
Total AUM$313.9M
Discretionary$313.9M
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees8
Clients0
DateDec 2023
Total AUM$274.2M
Discretionary$274.2M
Non-Disc.$0
Employees8
Clients0
DateDec 2022
Total AUM$266.4M
Discretionary$266.4M
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$267.7M
Discretionary$267.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$267.7M
Discretionary$267.7M
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$267.7M
Discretionary$267.7M
Non-Disc.$0
Employees8
Clients0
DateNov 2020
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees9
Clients2
DateJun 2020
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees9
Clients2
DateApr 2020
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees9
Clients2
DateDec 2019
Total AUM$267.2M
Discretionary$267.2M
Non-Disc.$0
Employees9
Clients2
DateDec 2018
Total AUM$280.1M
Discretionary$280.1M
Non-Disc.$0
Employees7
Clients0
DateDec 2017
Total AUM$264.1M
Discretionary$264.1M
Non-Disc.$0
Employees7
Clients1
DateDec 2016
Total AUM$236M
Discretionary$236M
Non-Disc.$0
Employees7
Clients200
DateDec 2015
Total AUM$225.1M
Discretionary$225.1M
Non-Disc.$0
Employees7
Clients300
DateJun 2015
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees6
Clients300
DateDec 2014
Total AUM$241.3M
Discretionary$241.3M
Non-Disc.$0
Employees6
Clients300
DateJul 2014
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees6
Clients300
DateMar 2014
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees6
Clients300
DateFeb 2014
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees6
Clients300
DateDec 2013
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees6
Clients300
DateDec 2012
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees5
Clients300
DateDec 2012
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees5
Clients300
DateMar 2012
Total AUM$194.9M
Discretionary$194.9M
Non-Disc.$0
Employees6
Clients300
DateDec 2011
Total AUM$196.4M
Discretionary$196.4M
Non-Disc.$0
Employees6
Clients300
DateDec 2010
Total AUM$193.3M
Discretionary$193.3M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$239.4M
Discretionary$239.4M
Non-Disc.$0
Employees10
Clients--
DateNov 2006
Total AUM$223.8M
Discretionary$223.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$217.1M
Discretionary$217.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$183.4M
Discretionary$183.4M
Non-Disc.$0
Employees5
Clients--