Investment adviser · CRD 105364
CERTIFIED PLANNERS, INC.
Investment adviser filing (IA)
SAN RAMON, CA, United States · Form ADV filed Jan 14, 2026
- Regulatory AUM
- $197M Form ADV · Item 5.F
- Client accounts
- 536 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $138,840,376 | 70.6% |
| Individuals | 126 | $57,262,003 | 29.1% |
| Corporations & businesses | Fewer than 5 | $519,906 | 0.3% |
Filing source
Form ADV 2038030 · Jan 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
2333 SAN RAMON VALLEY BLVD. STE 185SAN RAMON, CA, 94583, United States
CRD 105364
Filing source
Form ADV 2038030 · Jan 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.