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CERTIFIED PLANNING SERVICES, LLC

Advisory

PONTE VEDRA BEACH, FL

Data as of Feb 23, 2026 · Source: SEC Form ADV

Rank in FL
#1,876
of 2,610 advisers by AUM
Average account
$759K
across 37 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM
$28M
Discretionary %
66.6%
Clients
7
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$19M
Non-Discretionary AUM$9M
Discretionary %66.6%
Total Clients7
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

COUTURE FINANCIAL INC.
SARASOTA, FL
$28M
-8.4% 1Y
SAPOURN FINANCIAL SERVICES, L.L.C.
MELBOURNE, FL
$28M
-42.8% 1Y
VFINANCE ADVISORS, INC.
BOCA RATON, FL
$28M
0.0% 1Y
THUREOS ASSET MANAGEMENT LLC
MIAMI, FL
$28M
ONE DAY WEALTH MANAGEMENT LLC
$28M
HIGH SPEED ALLIANCE LLC
$28M

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