Certified Tax Service, Inc.
- Regulatory AUM
- $314M
- Discretionary
- $314M
- Clients
- 249
- Avg AUM / client
- $1.3M
- Accounts
- 732
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Dec 23, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 160 | $51.5M | 16.4% |
| High net worth individuals | 89 | $262M | 83.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Wayne Much | President And Chief Executive Officer | CFP | Aug 1981 (45y) | 25% – 50% |
| Charles Anthony Marien | Executive Vice President / Chief Compliance Officer | CFP | Oct 1984 (42y) | 25% – 50% |
| Christopher Todd Much | Vice President And Chief Investment Officer | CFP | Oct 2013 (13y) | 10% – 25% |
| Jonathon Corey Much | Vice President And Chief Operating Officer | Chartered Financial Consultant | Jun 2015 (11y) | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
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) | 12/23/2025 | 1.02 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $249M (79% of AUM) Dec 2025
- Jefferson National Securities Corporation $57.7M (19% of AUM) Dec 2021
- Nationwide Securities, Llc $43.5M (14% of AUM) Dec 2025
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: Dec 23, 2025.
View current Form ADV (SEC/IAPD) ↗