Overview
Assets Under Management: $197 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
CERTIFIED PLANNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105364), CERTIFIED PLANNERS, INC. is subject to fiduciary duty under federal law.
CERTIFIED PLANNERS, INC. is headquartered in SAN RAMON, CA.
CERTIFIED PLANNERS, INC. serves 60 high-net-worth clients according to their SEC filing dated January 14, 2026. View client details ↓
According to their SEC Form ADV, CERTIFIED PLANNERS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CERTIFIED PLANNERS, INC. manages $197 million in client assets according to their SEC filing dated January 14, 2026.
According to their SEC Form ADV, CERTIFIED PLANNERS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.61
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 536
Discretionary Accounts: 536
Regulatory Filings
CRD Number: 105364
Filing ID: 2038030
Last Filing Date: 2026-01-14 14:47:17