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Its services also include divorce planning, education planning, estate planning, family office services, insurance, philanthropic planning, tax planning and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cerity Partners charge?","answer":"Cerity Partners charges up to 1.50% a year for investment advisory services.","source":"Part 2A brochure, Item 5","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cerity Partners use?","answer":"Cerity Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $74,421,994,567 and Fidelity Distributors Company LLC (Boston, MA), with $32,083,559,146. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cerity Partners have?","answer":"Cerity Partners has 663 investment adviser representatives registered with state securities authorities, out of 1,529 employees, and 1,102 perform investment advisory functions. 9 are registered representatives of a broker-dealer and 128 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cerity Partners invest in?","answer":"At the end of its last fiscal year, Cerity Partners’ separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 24% exchange-traded equities, 12% pooled vehicles (private funds and similar), 6% cash and equivalents, 4% state and local bonds, 3% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% non-exchange-traded equities and 1% includes direct real estate, variable annuities/variable insurance products, personal loans or promissory notes, foreign currency and physical gold. 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