# Certified Planning Services, LLC

> Certified Planning Services, LLC is a state-registered investment advisory firm in Ponte Vedra Beach, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 290667
- Filed as: CERTIFIED PLANNING SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ponte Vedra Beach, FL
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290667
- AdvisorCensus page: https://advisorcensus.com/firm/certified-planning-services-llc-ponte-vedra-beach-fl-290667

## Quick answers

**How is Certified Planning Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Certified Planning Services, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Certified Planning Services, LLC located?**
Certified Planning Services, LLC's principal office is in Ponte Vedra Beach, FL, according to its Form ADV.

**Is Certified Planning Services, LLC registered with the SEC or a state?**
Certified Planning Services, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 290667.

**How much does Certified Planning Services, LLC manage?**
Certified Planning Services, LLC reports $28,086,333 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (67% discretionary).

**What types of clients does Certified Planning Services, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Does Certified Planning Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290667

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $28,086,333
- Discretionary: $18,715,885
- Non-discretionary: $9,370,448

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,224,138 |
| High net worth individuals | 7 | $14,705,639 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,370,448 |
| Charitable organizations | Fewer than 5 | $2,786,108 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Certified Planning Services, LLC (CRD 290667): Form ADV filing data as of October 2026.