Wealth manager, wrap-program sponsor · Southfield, MI
Center for Financial Planning Inc
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
- Regulatory AUM
- $2.0B
- Rank among wealth managers
- #804 of 8,915
- Rank among all SEC RIAs
- #3,667 of 17,210
- Rank in Michigan
- #30 of 305
- Individual clients
- 1,496
- High-net-worth clients
- 408
- Accounts
- 4,285
- Discretionary
- 98% of AUM
- Employees
- 26
- Advisory staff
- 17
- Offices
- 2
Owners and executives on its Form ADV
- Timothy W. WymanChief Compliance Officer / Partner
- Sandra D. AdamsPartner
- Angela S. PalaciosChief Investment Officer / Partner
- Nicholas G. DefenthalerChief Planning Officer / Partner
- Lauren E. AdamsManaging Partner
- Matthew A. TrujilloPartner
- Michael S. BrocavichPartner
- Kali E. HassingerPartner
- Jason B. WagnerChief Operations Officer
Custody and brokerage
Broker-dealer
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.
Who it serves
| 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% |
Disciplinary disclosures
Center for Financial Planning Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗centerfinplan.com ↗
AtlasMembers
The full record on Center for Financial Planning Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,013 peers of its type and size
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- Owners and executives, with titles and stakes
- 9 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Center for Financial Planning Inc manage?
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.
What kind of firm is Center for Financial Planning Inc?
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.
Who are Center for Financial Planning Inc’s clients?
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).
Does Center for Financial Planning Inc have any disciplinary history?
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.
Where these numbers come from
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 →