CEI Financial Planning

Overview

CEI Financial Planning is a small, independent registered investment adviser that centers its business on comprehensive financial planning for individual and family clients. The firm’s advisory model leans toward planner-led relationships rather than large-scale asset management: it offers fee arrangements that include a percentage of AUM, hourly work and fixed fees, and lists financial planning as its primary advisory activity. The adviser is not positioned as a multi-state or pension consultant, and it does not identify as an active ESG investor. The firm’s reported assets and account structure indicate a hands-on, client-by-client approach. Most client relationships are non-discretionary, suggesting CEI Financial Planning typically advises and provides plans while clients retain trading authority or use third-party managers for execution. The firm also uses annuities and allocates capital to real estate through third-party managers when appropriate for client objectives.

Assets & Accounts

Investments & Alternatives

Location & Offices