# Certified Planning Services

Certified Planning Services is an Asset Manager based in Ponte Vedra Beach, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Ponte Vedra Beach, United States
- **Region:** North America
- **Address:** Carrollton, TX, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** https://certifiedplanningservices.com

## Regulatory record

- **CRD number:** 290667
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290667

## About

Certified Planning Services, LLC is a state-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.

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- [INM ADVISORS](https://altss.com/profile/inm-advisors-llc)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/certified-planning-services-llc

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