Center For Financial Planning INC
Southfield, MI·SEC-registered · CRD #109599
Center For Financial Planning INC is an SEC-registered investment advisory firm in Southfield, MI managing $2.0B across 4.3k client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
4.3k
Advisory staff
17
Fee model
Fee-based
How Center For Financial Planning INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL CENTER FOR FINANCIAL PLANNING INC
See how Center compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Center For Financial Planning INC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Center For Financial Planning INC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Center For Financial Planning INC
How much does Center For Financial Planning INC manage?
Per its most recent SEC Form ADV filing (04/16/2026), Center For Financial Planning INC reports $2.0B in regulatory assets under management across roughly 4.3k client accounts.
How does Center For Financial Planning INC charge?
Center For Financial Planning INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Center For Financial Planning INC a fiduciary?
Yes. Center For Financial Planning INC is registered with the U.S. Securities and Exchange Commission (CRD #109599), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Center For Financial Planning INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Center For Financial Planning INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Southfield, MI
Profile compiled from Center For Financial Planning INC's public SEC Form ADV filing (CRD #109599, filed 04/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Center For Financial Planning INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Center For Financial Planning INC? Claim this profile.