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Certified Planning Services
Certified Planning Services was founded in 1982 and is based in Carrollton, Texas.
Certified Planning Services
Certified Planning Services was founded in 1982 and is based in Carrollton, Texas. The firm has delivered financial planning, investment advisory, and insurance brokerage services primarily to individuals and small businesses in the Dallas-Fort Worth metroplex for over four decades. The firm's strategy centers on retail wealth management, offering mutual funds, annuities, and life insurance products alongside fee-based advisory accounts. Its investment approach is typically constrained to traditional retail vehicles rather than the direct, institutional-grade deals common among family offices. The geographic focus remains heavily concentrated in Texas, with no disclosed offices or operations outside the region. As an independent advisory shop with no publicly reported assets, Certified Planning Services has maintained a low profile. There are no known institutional co-investments, nor has the firm disclosed any large-scale direct corporate transactions. Its scale and operational structure resemble the thousands of local advisory businesses across America, rather than a multi-family office or institutional alternative-investment platform. No succession plan, governance structure, or operational differentiator has been publicly disclosed. The firm's longevity under the same name is its primary structural distinction, reflecting a stable, generational advisory practice in a single geographic market.
General information
Firm type
Asset Manager
Year founded
1982
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Carrollton
Corporate office
Carrollton, TX, United States
Frequently asked questions
What services does Certified Planning Services offer?
The firm provides financial planning, investment advisory services, and insurance brokerage. Its offerings include retirement planning, mutual fund selections, annuity sales, and life insurance products, according to public record. The firm targets individual clients and small businesses.
Does Certified Planning Services manage institutional capital?
There is no public evidence that Certified Planning Services manages institutional capital. The firm appears focused on retail clients in North Texas and has not disclosed any pension fund, endowment, or large institutional mandates.
Is Certified Planning Services a registered investment advisor?
The firm's SEC or state registration status has not been independently confirmed in the available records. Firms of its type operating in Texas are typically registered with the Texas State Securities Board or the SEC, but no specific filing is cited here.
Who founded Certified Planning Services?
The specific founder or current leadership has not been publicly documented through standard business registries or media profiles. The firm has operated under the same name since 1982, suggesting stable local ownership, but named principals remain unverified.
Does the firm have a specific investment philosophy?
Certified Planning Services operates as a generalist retail advisory practice, without a publicly articulated distinctive investment philosophy. It is understood to employ conventional financial planning methods aligned with individual client goals rather than a proprietary strategy.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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