CERTIFIED PLANNERS, INC.

Overview

Certified Planners, Inc. is an independent registered investment adviser that has been operating since 1989 and focuses on financial planning and portfolio management for individuals, families and small business clients. The firm manages client relationships on a discretionary basis and primarily implements diversified public-market strategies, favoring pooled vehicles and model-driven portfolios rather than sizable direct private-market commitments. Advisory fees are charged as a percentage of assets under management, with hourly charges available for planning work. Certified Planners, Inc. is not positioned as a capital allocator and does not report active ESG integration across its advisory process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices