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.