C
Calvert Planning Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,669,332
Total clients
33
45% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
33
Average account size
$565,737
About
Calvert Planning Corporation provides investment management, retirement planning, and broader financial planning services to individuals, trusts, pension and profit‑sharing plans, estates, charitable organizations, and business entities. Services are delivered principally on a non‑discretionary basis, beginning with a complimentary initial consultation to review investments, risk tolerance, income, and other financial information.
The firm’s investment approach emphasizes asset allocation built mainly with no‑load mutual funds and exchange‑traded funds, supported by fundamental research and occasional technical analysis to time entry and exit points; individual stocks and bonds are incorporated when clients request them. Because accounts are managed non‑discretionarily, the adviser presents recommendations and obtains client approval before placing trades, and may impose client‑directed restrictions on certain securities or asset classes.
Noteworthy characteristics include that all reported assets under management (roughly $18.7 million) are non‑discretionary, a structure that is uncommon among independent RIAs and means clients retain final trading authority. The firm operates as a solo, CFP‑credentialed practice serving a small client base, primarily custodying assets through Vanguard, not sponsoring wrap programs, and providing periodic reviews and ad hoc services as requested.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Fee options
$50,000 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.0% $3,000,001+: Negotiable
Hourly fee for financial planning services is negotiable.
Fee-only: Hourly fee for financial planning services is negotiable and payable at completion of the plan.
Main office location
Calvert Planning Corporation
2950 W. Square Lake Road, Suite 110
Troy MI 48098, United States
Number of offices
1
Most active in
Calvert Planning Corporation has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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