CSLA Financial Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,504,069
Clients
122
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
122
Very HighAverage account size
$61,509
About
CSLA Financial Inc. provides investment advisory and financial planning services to individuals as well as to employer-sponsored programs, retirement plans, and plan participants. Services described in the brochure include discretionary portfolio management, goal‑oriented financial planning, education planning, and student loan repayment assistance.
The firm uses proprietary asset‑allocation models informed by fundamental analysis and Modern Portfolio Theory and typically implements portfolios using exchange‑traded funds and mutual funds with ongoing supervision and rebalancing. For planning clients CSLA offers both one‑time written plans and an interactive subscription platform with tools such as Monte Carlo retirement analysis, real‑time net worth tracking, and a private document vault to support continuous engagement.
Noteworthy distinctions include advisor licensure and activity as insurance agents (with disclosed commission compensation for insurance products), a formal offering of advisory services to employer plans with ERISA fiduciary considerations, and a specific practice focus on student loan repayment—including licensed software tools, ongoing repayment assistance and public seminars/workshops for schools and professional groups. The brochure also discloses affiliations with a technology affiliate and industry/nonprofit boards related to student‑loan advising, and notes those relationships as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Student loan debt
College savings (529s, UTMA, etc.)
Social Security optimization
Cash flow / budgeting
Fee options
Fixed fees for Individual Goals Planning (IGP) financial planning services ranging from $0 to $5,000; Initial written financial plan starts at $1,000 plus $200/hr for additional analysis
$0 - $49,999: 1.50% $50,000 - $249,999: 0.75% $250,000 - $499,999: 0.60% $500,000 - $999,999: 0.50% $1,000,000+: 0.40%
$200 per hour for consulting or modular financial planning services, negotiable
Monthly subscription fee of $75 for Interactive Financial Plan (IFP) services; $25 per month for Student Loan Repayment Assistance Service
Account minimum: $10,000 Minimum fee: Minimum fee of $50 for fee-based brokerage accounts at Charles Schwab Fee-only: Hourly consulting rate of $200 per hour (negotiable); Fixed fees for financial planning $0 to $5,000; Monthly subscription fee $75; Student loan repayment assistance $25/month
Main office location
CSLA Financial Inc
Camas WA, United States
Number of offices
2
Most active in
CSLA Financial Inc has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Florida · Massachusetts · Montana · Nevada · Oklahoma · Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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