Firms
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeFirms
SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeWealth manager, wrap-program sponsor · Southfield, MI
SEC-registered investment adviser · CRD 109599 · SEC 801-65076
At a glance
Center for Financial Planning Inc is an SEC-registered investment adviser based in Southfield, Michigan, with $2.0 billion in regulatory assets under management as of its Form ADV filed September 11, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,496 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 804th of 8,915 wealth managers and 3,667th of 17,210 SEC-registered advisers by assets.
Main office 248-948-7900centerfinplan.comLinkedInAs filed on Form ADV
Hybrid RIA
Center for Financial Planning Inc is a hybrid RIA: 22 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names Raymond James Financial Services and Raymond James as the broker-dealer its advisers are registered with.
ng section will discuss the primary categories of fees and expenses that are common to many alternative investments and the different ways that The Center and it’s IARs that are also registered representatives of RJFS would be compensated.
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 408 | $1.4B | 73% |
| Individuals | 1,088 | $523M | 27% |
| Corporations or other businesses | – | $3M | <1% |
| Charitable organizations | – | $0M | <1% |
Center for Financial Planning Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
AtlasMembers
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Center for Financial Planning Inc reports $2.0 billion in regulatory assets under management across 4,285 accounts, 98% of it on a discretionary basis, on its Form ADV filed September 11, 2026.
Center for Financial Planning Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
By assets, its largest client types are high-net-worth individuals ($1.4 billion, 408 clients); individuals ($523 million, 1,088 clients); corporations or other businesses ($3 million).
Center for Financial Planning Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is Center for Financial Planning Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →