Global Financial Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$135,341,018
Total clients
227
24% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
114
Average account size
$596,216
About
Global Financial Planning Group, LLC provides wealth and estate management, financial planning, and portfolio management to individuals (including both non‑HNW and high‑net‑worth clients), as well as trusts, pension plans, and other entities; the firm reports roughly 227 clients and manages about $135 million in client assets. Its services include discretionary and non‑discretionary portfolio management, written financial plans and consulting, pension/401(k) referral services, and recommendations of third‑party investment managers.
The firm develops tailored strategies based on client objectives, risk tolerance and ongoing reviews, employing methods such as fundamental analysis, long‑ and short‑term purchases, and limited use of options and margin where appropriate, with periodic rebalancing as circumstances change. It both manages accounts directly and may recommend or supervise third‑party managers, and typically executes trades through custodians and broker‑dealers such as Charles Schwab and LPL.
Distinctively, Global Financial Planning Group sponsors a wrap fee program that bundles management, transaction and administrative services into a single fee — an offering that is uncommon among peer supported firms — and also operates as a licensed insurance agency with associated persons able to sell commissioned insurance products. The firm’s small advisor team managing over $100 million, combined with wrap sponsorship and revenue relationships with TPAs and insurance/ broker‑dealer arrangements, makes its business model materially different from many peers.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $500 to $2,500.
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Commissions earned by registered representatives on securities transactions and by insurance agents on insurance product sales, separate and in addition to advisory fees.
Hourly consulting/advisory rate ranges from $100 to $250 per hour.
Fee-only: Financial planning fixed fees range from $500 to $2,500; hourly fees range from $100 to $250 per hour; fees are negotiable.
Main office location
Global Financial Planning Group, LLC
900 Wilshire Drive, Suite 385
Troy MI 48084, United States
Number of offices
1
Most active in
Florida · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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