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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-16-2004
- Office Locations
- 149
Office Locations
About Cetera Planning Partners
The Retirement Planning Group (TRPG) is a retirement-focused wealth management firm providing integrated financial planning, investment management, tax preparation/strategy, and estate coordination through an in-house team (wealth manager, tax professional, investment team, and client relationship manager). Portfolios lean heavily on ETFs. Clients get proactive trade/rebalancing and tax-saving updates via a mobile app/portal with a Timeline and Vault. Reported average client NPS: 90.
Reported data analysis
What the numbers show
Between December 1, 2025 and September 22, 2026, reported AUM increased 3.9%, from $4.0B to $4.2B.
Across 5 reported observations, AUM increased 191.0% between November 2, 2022 and September 22, 2026, from $1.4B to $4.2B.
Of the latest reported AUM, 97.2% is discretionary and 2.8% is non-discretionary.
The firm reports 33 advisory representatives and 4,849 clients, or 146.9 clients per representative. That equates to $858.9K in reported AUM per client.
The profile lists 149 reported office locations and 22 years in operation. The source data was last updated on September 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
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Owner & Executives
Alexis Barling
Chief Compliance Officer
- CRD
- #2345972
- Ownership
- Less than 5%
CHRISTOPHER M BOUFFARD
Chief Investment Officer, Wealth Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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BLAKE CHARLES ADAMS
--
- CRD
- #6492477
Kelly E Adams
--
- CRD
- #4372012
Showing 2 of 326 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,046,255,848 | $300,502 |
| Non-Discretionary | $118,502,998 | $184,584 |
| Total | $4,164,758,846 | $295,226 |
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Separately Managed Accounts
SMA allocation detail is available
Cetera Planning Partners has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
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Cetera Planning Partners's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.