RIA Intel›Advisers›Michigan›CENTER FOR FINANCIAL PLANNING INC

CENTER FOR FINANCIAL PLANNING INC

Advisory

N·SOUTHFIELD, MI

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$2.0B

1-Year AUM Growth

+18.8%

3-Year CAGR

+6.5%

Employees

17

Assets Under Management

Total AUM$2.0B

Discretionary AUM$1.9B

Non-Discretionary AUM$34M

Discretionary %98.3%

Total Clients1,406

Team

Total Employees17

Investment Advisers26

Employee Growth (1Y)—

Filing History

Total Filings on Record38

First FilingNov 28, 2005

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CENTER FOR FINANCIAL PLANNING INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.