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Certified Planning Services
Certified Planning Services, LLC is an SEC-registered investment adviser in Ponte Vedra Beach, FL. The firm manages $28 million in assets, $19 million on a...
Certified Planning Services
Certified Planning Services, LLC is an SEC-registered investment adviser in Ponte Vedra Beach, FL. The firm manages $28 million in assets, $19 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
1982
Location
Region
North America
Country
United States
City
Ponte Vedra Beach
Corporate office
Carrollton, TX, United States
Frequently asked questions
What is Certified Planning Services?
Certified Planning Services is a asset manager headquartered in Ponte Vedra Beach, United States.
When was Certified Planning Services founded?
Certified Planning Services was founded in 1982.
Where is Certified Planning Services headquartered?
Certified Planning Services is headquartered in Ponte Vedra Beach, United States, in the North America region.
What does Altss track for Certified Planning Services?
Altss maintains an OSINT-verified profile of Certified Planning Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Certified Planning Services's website?
Certified Planning Services's public website is certifiedplanningservices.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Certified Planning Services?
Certified Planning Services is classified by Altss as a Asset Manager, operating from United States within the North America region.
How does Altss source intelligence on Certified Planning Services?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Certified Planning Services's Altss profile last updated?
Certified Planning Services's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
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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