Fee-only adviser · San Ramon, CA
Certified Planners, Inc.
Certified Planners, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in San Ramon, California. On its latest Form ADV, filed January 14, 2026, it reports $197M in regulatory assets under management, 186 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 105364 · SEC file 801-34450 |
| Office | 2333 San Ramon Valley Blvd. Ste 185 San Ramon, CA 94583 |
| Phone | (925) 553-7200 |
| Website | www.certifiedplannersinc.com |
| Regulatory assets under management | $197M |
| Individual clients | 126 non-high-net-worth, 60 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Ramon
- California Financial Advisors $2.3B
- Insight Wealth Strategies, LLC $1.2B
- New Insight Wealth Advisors $397M
- Auspicious Financial Planning, LLC $278M
- Accretive Wealth Management, LLC $291M
- Cannon Beach Financial Advisors $209M
See all 15 fee-only advisers in San Ramon →
Nearby
- Danville 11 firms
- Alamo 5 firms
- Dublin 1 firm
- Moraga 4 firms
- Walnut Creek 34 firms
- Clayton 1 firm
- Lafayette 10 firms
- Pleasanton 12 firms
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