Wealth Manager
    SEC Registered
    Manages Private Funds

    Center for Financial Planning Inc

    Registered investment advisor · Southfield, Michigan · CRD #109599

    Assets Under Management
    $2B
    Client Accounts
    4,285
    Employees
    26
    CRD Number
    109599
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc., Raymond James Trust Company Of Nh

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Center for Financial Planning Inc

    Center for Financial Planning, Inc. is a wealth management firm founded in 1985, managing $2 billion in assets, and offering financial planning services across Michigan and 40 states. It operates as a Registered Investment Advisor and is independent of Raymond James Financial Services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Center for Financial Planning Inc

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    Frequently Asked Questions

    What is Center for Financial Planning Inc's AUM?

    Center for Financial Planning Inc reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Center for Financial Planning Inc headquartered?

    Center for Financial Planning Inc is headquartered in Southfield, Michigan.

    What is Center for Financial Planning Inc's CRD number?

    Center for Financial Planning Inc's CRD number is 109599. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Center for Financial Planning Inc manage?

    Center for Financial Planning Inc manages approximately 4,285 client accounts according to its latest SEC filing.

    Is Center for Financial Planning Inc SEC registered?

    Yes, Center for Financial Planning Inc is registered with the SEC as an investment adviser with an approved registration status.

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