# Craig Sigeti

> Craig Sigeti is a fee-only financial advisor at CES Investment Strategies in Lititz, Pennsylvania. Craig charges a percentage of assets and focuses on retirement planning, tax planning and pension planning.

Page: https://find.wellspent.co/advisors/craig-sigeti/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** CES Investment Strategies
- **Based in:** Lititz, Pennsylvania
- **Fee model:** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $22.1M across 50 accounts
- **Specialties:** Retirement planning, Tax planning, Pension planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 719072 (https://adviserinfo.sec.gov/individual/summary/719072)
- **SEC registration:** Investment adviser representative in MI, PA
- **Exams passed:** Series 63 (2005), Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.cesinvestmentstrategies.com/

## Frequently asked questions

### Is Craig Sigeti a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and CES Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Craig charge for financial advice?

Craig charges a percentage of assets.

### Does Craig work with clients virtually?

Yes. CES Investment Strategies says on its website that it works with clients remotely.

### Where is Craig Sigeti based?

Craig Sigeti is based in Lititz, Pennsylvania.

### What does Craig specialize in?

Craig's specialties include retirement planning, tax planning and pension planning. Craig works with retirees and pre-retirees.

### Is Craig Sigeti registered with the SEC?

Yes. Craig Sigeti is registered as an investment adviser representative in MI and PA (CRD 719072), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CES Investment Strategies manage?

CES Investment Strategies reports $22.1M across 50 accounts in assets under management.

### How do I contact Craig Sigeti?

Through Craig's website, www.cesinvestmentstrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/719072): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://cesinvestmentstrategies.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.