Cetera Planning Partners

Overview

Cetera Planning Partners is an independent registered investment adviser organized as an LLC and SEC-registered since 2004. The firm serves both individual and family clients as well as institutional clients, and charges both percentage-of-AUM and fixed fees. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, publication of periodicals/newsletters, and educational seminars or workshops. The firm reports relationships across the industry — including broker‑dealers, trust and banking firms, insurance companies, accounting and law firms, and municipal advisory connections. Cetera Planning Partners was recognized by FA Magazine in 2020 on its Top RIA Firms list. The firm does not report itself as an active ESG investor, a multi‑state adviser, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices