Broker Check

ADV Part 3 - Client Relationship Summary - Certified Planners, Inc.


Beginning in summer 2020, Registered Investment Advisers, like us, are required to provide a new form, called the Client Relationship Summary ("Form CRS") to retail investors.

CPI's Form CRS tells you about:

  • The types of services we offer
  • The fees and costs you will have to pay for our services
  • Conflicts of interest we may have
  • Required standard of conduct associated with our services
  • Reportable legal or disciplinary history, if any (spoiler alert: we don't have any)
  • Key questions to ask us! (see Conversation Starters)

If you'd like to view our current Form CRS, please click here.

Any questions, Contact Us.