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.