CERTIFIED PLANNERS, INC.
SEC Form ADV profile.
Total regulatory AUM
$196,622,285
Discretionary
$196,622,285
Non-discretionary
$0
Firm details
- CRD number
- 105364
- SEC file number
- 801-34450
- Main office
- SAN RAMON, CA, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.