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Submitted by Matt.Dellinger… on Mon, 05/11/2026 - 11:53

Disclosures

Form CRS

ADV Part 2A

Consumer Privacy Notice

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  • ADV Part 2A

Cetera Planning Partners (“CPP”) operates as a doing business as (“DBA”) name of TRPG, a registered investment adviser registered with the U.S. Securities and Exchange Commission. TRPG is the investment adviser of record and is solely responsible for providing advisory services to clients.

Avantax Planning Partners (“APP”) is a separate registered investment adviser and currently operates independently of TRPG.

On or about September 30, 2026, APP is expected to enter into an agreement with TRPG pursuant to which APP would assign its advisor contracts to TRPG. This transaction has not yet occurred and remains subject to required approvals and, where applicable, client consent. Upon completion of the transaction, the combined advisory business is expected to operate under the Cetera Planning Partners name as a DBA of TRPG. Until such time, advisory services continue to be provided by the client’s existing investment adviser.

Any reference to combined assets under management (“AUM”) reflects the aggregate AUM of TRPG and Avantax Planning Partners (“APP”), affiliated registered investment advisers under common ownership, presented on a non integrated, pro forma basis for informational purposes only. TRPG and APP are currently operated as separate registered investment advisers, and the combined AUM does not represent assets managed by a single advisory firm. Learn more about our firm's background and Investment Professionals on FINRA's BrokerCheck.

Cetera Planning Partners is an SEC-registered investment adviser. Registration with the SEC does not imply approval, endorsement, or any particular level of skill or training. Advisory services are subject to applicable agreements, disclosures, risks, limitations, and conflicts of interest described in the firm’s Form ADV Part 2A. Investing involves risk, including the possible loss of principal, and no strategy can guarantee a profit or protect against loss. Tax preparation, bookkeeping, payroll, insurance, estate planning coordination, and related services may be provided by affiliated or third-party professionals and may be subject to separate agreements, qualifications, fees, and limitations. Cetera Planning Partners does not provide legal advice. Clients should consult their tax or legal professionals regarding their individual circumstances.

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