Center for Financial Planning Inc
Firm details
- Headquarters
- Southfield, Michigan
- CRD number
- 109599
- Registered since
- January 4, 2006
- Website
- www.centerfinplan.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI73.29%
- Individuals26.55%
- Corporations / Businesses0.15%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Center for Financial Planning Inc is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals and families, as well as selecting third-party managers on clients' behalf. The firm is registered with the SEC (registered in 2006) and operates as a capital allocator that blends advisory services with access to external managers. Its fee arrangements include percentage-of-AUM billing, fixed fees, and other fee structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities10%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 243Active vs passive
$999M in ETFs
98%
$976M
2%
$23M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $386M | 550,994 | 38.65% |
Location
Southfield, MI
Oakland
Location
Southfield, MI
Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 24800 Denso Dr
- Time zone
- ET (UTC-5)
- Office locations
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