Certified Planners, Inc.
- Regulatory AUM
- $197M
- Discretionary
- $197M
- Clients
- 188
- Avg AUM / client
- $1.0M
- Accounts
- 536
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 126 | $57.3M | 29.1% |
| High net worth individuals | 60 | $139M | 70.6% |
| Corporations and other businesses | 2 | $520K | 0.26% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anna Mari Miller | President, Chief Compliance Officer | Jan 1995 (32y) | ≈ 56.25% – 100% via Anna Mari Miller Revocable Trust | |
| Angelica Karmene Kangas | Vp/Secretary | CFP | Dec 2008 (18y) | ≈ 3.75% – 10% via 2010 Kangas Family Revocable Trust |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Anna Mari Miller Revocable Trust | Shareholder | Dec 2009 | A | 75% or more |
| 2010 Kangas Family Revocable Trust | Shareholder | May 2010 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Anna Mari Miller: 75% – 100% of Anna Mari Miller Revocable Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Angelica Karmene Kangas: 75% – 100% of 2010 Kangas Family Revocable Trust × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/14/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $191M (97% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 14, 2026.
View current Form ADV (SEC/IAPD) ↗