CERTIFIED PLANNING SERVICES, LLC

Overview

Certified Planning Services, LLC is a small, fee-based advisory firm that manages portfolios for individual and family clients, as well as small businesses. The firm provides portfolio management and consultative pension services, operating under a percentage-of-AUM fee model. Its public filings show a clear preference for pooled public funds — primarily mutual funds — supplemented by selective allocations to third‑party alternative managers in real estate and private credit. The firm is not identified as an active ESG investor. Investment activity tilts toward using packaged vehicles for core allocations rather than public equity selection at the single-stock level. That structure suggests a focus on manager selection and diversified exposure through mutual funds and external alternative managers rather than concentrated stock bets. Custody is concentrated at a single major custodian, which supports execution and reporting for the firm’s discretionary accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices