Falists
← Back to search

CENTER FOR FINANCIAL PLANNING INC

CRD 109599 · SEC 801-65076

Visit website

24800 DENSO DRIVE, SUITE 300, SOUTHFIELD, MI, 48033-7470, United States

Phone

(248)948-7900

Fax

(248)948-1008

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.97B

Discretionary AUM

$1.94B

Team

26 total employees; 17 advisory reps; 9 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; THIRD PARTY ADVISER/MANAGER FEES

Org form

Corporation

Filing date

2026-04-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals1088$523.1M
High net worth individuals408$1.44B

States served

AZ, CA, CO, GA, IL, IN, KY, MD, MA, MI, MN, NE, NM, NY, NC, OH, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD