Center for Financial Planning Inc logo

Center for Financial Planning Inc

Updated today

Total assets under management

$1,969,959,576

Total clients

1,496

27% high-net worth

Total advisors

17

of 26 employees

Firm size

Multi Team

Average clients per advisor

88

Average account size

$1,316,818

About

Center for Financial Planning, Inc. is an SEC-registered advisory firm that serves individuals (including high-net-worth clients), trusts, estates, and retirement plans, providing financial planning and ongoing portfolio management. The firm manages approximately $1.97 billion for about 1,496 clients through a team of 17 advisors and implements advice using custodial and program relationships with Raymond James.

The Center tailors relationships through a documented suitability process and assigns asset allocations based on client goals, risk tolerance and time horizon, managing accounts on both discretionary and non-discretionary bases. Portfolios are constructed with a strategic asset-allocation approach using stocks, bonds, active mutual funds and ETFs, and the firm also offers direct indexing, alternative investments, margin strategies and access to sub-advised wrap programs (Ambassador, Freedom, RJCS).

Several operational practices distinguish the firm from many peers: the Adviser bills asset-based fees on cash sweep balances up to 20% of an account and excludes excess cash only after the excess persists for two consecutive quarters (a policy recently shortened from three quarters). The firm also permits “Administrative‑Only” asset designations (including client-designated positions preserved in certain non-discretionary retirement and taxable accounts), and many advisers are dually registered with Raymond James broker/dealer and hold insurance licenses — arrangements that can involve commission or ancillary compensation; one owner also offers separate estate-document services as an attorney, provided outside the advisory firm.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

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.

Main office location

Center for Financial Planning Inc

24800 Denso Drive, Suite 300

Southfield MI 48033-7470, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Kentucky · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Nicholas D

CFP®, Series 63, Series 65

Southfield, MI

Center for Financial Planning Inc

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

Mallory H

Series 63, Series 65

Southfield, MI

Center for Financial Planning Inc

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

Mary S

Series 63, Series 65

Southfield, MI

Center for Financial Planning Inc

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

Jeanette L

CFP®, Series 66

Southfield, MI

Center for Financial Planning Inc

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

Lauren A

CFP®, Series 63

Southfield, MI

Center for Financial Planning Inc

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

Michael B

CFP®, Series 63, Series 66

Southfield, MI

Center for Financial Planning Inc

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

Amanda T

Series 63, Series 66

Southfield, MI

Center for Financial Planning Inc

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

Robert I

Series 63, Series 66

Southfield, MI

Center for Financial Planning Inc

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

Kali H

CFP®, Series 63

Southfield, MI

Center for Financial Planning Inc

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

Nicholas B

CFP®, CFA®, Series 63

Southfield, MI

Center for Financial Planning Inc

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

Timothy W

CFP®, Series 63

Southfield, MI

Center for Financial Planning Inc

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

Angela P

CFP®, Series 63, Series 65

Southfield, MI

Center for Financial Planning Inc

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

Sandra A

CFP®, Series 63

Southfield, MI

Center for Financial Planning Inc

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

Joshua B

CFP®, Series 63

Southfield, MI

Center for Financial Planning Inc

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

Matthew T

CFP®, Series 66

Southfield, MI

Center for Financial Planning Inc

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