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CERTIFIED PLANNING SERVICES, LLC
CRD 290667
822 N A1A HIGHWAY, SUITE 310, PONTE VEDRA BEACH, FL, 32082, United States
Phone
303-642-6178
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.1M
Discretionary AUM
$18.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $14.7M |
Official SEC filing: View on IAPD