CERTIFIED PLANNING SERVICES, LLC

CERTIFIED PLANNING SERVICES, LLC of PONTE VEDRA BEACH, FL is an SEC-registered investment adviser (CRD 290667). Regulatory assets under management: $28.1M.

Registration

• CRD: 290667
• Type: Registered investment adviser
• Location: 822 N A1A HIGHWAY, PONTE VEDRA BEACH, FL, 32082
• Phone: 303-642-6178
• Latest filing: 2026-02-23
• Regulatory AUM: $28.1M
• Discretionary AUM: $18.7M
• Non-discretionary AUM: $9.4M
• Clients: 1
• Accounts: 37

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290667 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search