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CENTER FOR FINANCIAL PLANNING INC

24800 Denso Drive
Suite 300
Southfield, Michigan 48033-7470
Tel: (248)948-7900

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About CENTER FOR FINANCIAL PLANNING INC

CENTER FOR FINANCIAL PLANNING INC, formally registered with the SEC as CENTER FOR FINANCIAL PLANNING INC. The firm was established in 01/04/2006. They have over 2 offices throughout the country.

CENTER FOR FINANCIAL PLANNING INC is a Southfield, Michigan based Financial Planning firm with nearly $1,558,325,820 assets under management, offering retirement planning & investment advisory services to 3992 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109599
SEC#801-65076
Assets Managed by Firm$1,558,325,820
No. of Clients3992
No. of Advisors13

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (THIRD PARTY ADVISER/MANAGER FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total3992$1,558,325,820
Individuals (other than high net worth individuals)961$384,731,994
High net worth individuals394$1,162,087,518
Corporations or other businesses6$11,506,308

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