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
Credentials
CFP®, Series 63
Industry experience
23 years
Sandra Adams is a CFP® professional with 23 years of industry experience, currently affiliated with Center for Financial Planning Inc. She has worked at Raymond James Financial Services, Inc. since 1996 and has been involved with the Society for Active Retirees since 2017. Adams also served at Schoolcraft College from 2017 to 2021. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, often serving clients with significant asset levels. The firm employs tailored asset allocations and diversified investment strategies through a team of 18 advisors and offers a range of program structures and operational options.
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.
40 Oak Hollow Street, Suite 125
Southfield, MI 48033
Michigan · Texas
Society for Active Retirees
2017 - Present (9 years)
Schoolcraft college
2017 - 2021 (4 years)
Raymond James Financial Services, Inc.
1996 - Present (30 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.
Verified by Warmer
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.
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