Mallory Hunt
Advisor at Center for Financial Planning Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Center for Financial Planning Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Center for Financial Planning Inc
Location
Southfield, MI 48033-7470
Credentials
Series 63, Series 65
Industry experience
14 years
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.
Based on Center for Financial Planning Inc
Based on Center for Financial Planning Inc
Financial Planning fees charged as a fixed fee commonly ranging from $2,500 to $4,000.
$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 earned from transactional business; insurance commissions for insurance products sold.
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.
24800 Denso Drive, Suite 300
Southfield, MI 48033-7470
Michigan
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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