Certified Planners, Inc. fees and pricing

Financial planner in San Ramon, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 14, 2026, Certified Planners, Inc. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Fees for Financial Plans or Consultations are computed at the rate of $300 an hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“One fourth (1/4) of the annualized fee will be payable quarterly in arrears.”
“Retainer is due upon signing the Advisory Agreement and the balance is due upon delivery of the Financial Plan or Consultation based on actual time.”
“Fees are not collected for services to be performed more than six months in advance.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
2 of the 7 other planners in San Ramon that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 186
Employees: 2
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $196,622,285
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 105364
Website: certifiedplannersinc.com (opens in new tab)
Phone: (925) 553-7200

Can advise clients in 2 states: California, Washington

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