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Mallory Hunt

Advisor at Center for Financial Planning Inc

Updated today
Center for Financial Planning Inc logo

Firm

Center for Financial Planning Inc

Location

Southfield, MI 48033-7470

Credentials

Series 63, Series 65

Industry experience

14 years

About

Mallory Hunt is a financial advisor at Center for Financial Planning Inc. with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial Services Advisors, Inc. and J.P. Morgan Securities LLC. Center for Financial Planning Inc. provides financial planning and investment management services to individuals and institutions, focusing on clients with higher asset thresholds. The firm employs tailored asset allocation strategies using diversified portfolios and offers a range of program structures supported by an 18-advisor team.

Client services

Based on Center for Financial Planning Inc

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Center for Financial Planning Inc

Wealth management General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial Planning fees charged as a fixed fee commonly ranging from $2,500 to $4,000.

Percentage

$0 - $500,000: 1.20% annually $500,000 - $1,999,999: 0.90% annually $2,000,000 - $3,999,999: 0.80% annually $4,000,000 - $4,999,999: 0.60% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000 - $14,999,999: 0.40% annually $15,000,000+: 0.30% annually

Commissions

Commissions earned from transactional business; insurance commissions for insurance products sold.

Other

Minimum fee: Financial Planning fixed fee commonly ranging from $2,500 to $4,000 Fee-only: Financial Planning fixed fees; Investment Advisory fees based on AUM tiers.

Location

24800 Denso Drive, Suite 300

Southfield, MI 48033-7470

Most active in

Michigan

Work history

Center For Financial Planning Inc.

2026 - Present (1 year)

Raymond James Financial

2024 - 2026 (2 years)

Raymond James Financial Services, Inc.

2020 - Present (6 years)

J.P. Morgan Securities

2012 - 2019 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Eldin F

Series 63, Series 65

Southfield, MI

Sterling Advisory Group LLC

ESG / Sustainable investing Equity compensation tax strategy Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Values-based investing
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Daniel S

Series 63, Series 65

Bingham Farms, MI

Octo Capital, LLC

Tax-loss harvesting Retirement income strategy Income planning Equity compensation tax strategy Charitable giving & philanthropy Executive
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Frank C

Series 65

Detroit, MI

Jamerson-Crosby Investment Advisors LLC

Active portfolio management Options & derivatives strategies
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David U

Series 66

Berkley, MI

Underhill Investments, LLC

ESG / Sustainable investing
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Bassam S

Series 63, Series 65

Orchard Lake, MI

Objective Investments, LLC

Active portfolio management Options & derivatives strategies
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