Craig Sigeti
CES Investment Strategies · Lititz, Pennsylvania
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | CES Investment Strategies |
|---|---|
| Based in | Lititz, Pennsylvania |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $22.1M across 50 accounts |
| SEC registration | Investment adviser representative in MI, PA · CRD 719072 |
| Exams passed | Series 63 (2005) · Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cesinvestmentstrategies.com |
| Profile |
How Craig's firm compares
- CES Investment Strategies's average account is about $442,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Craig
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- CES Investment Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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