Center for Financial Planning Inc

Overview

Center for Financial Planning Inc is an independent, SEC-registered registered investment adviser that has operated since 2006. Structured as a corporation with domestic and individual ownership, the firm serves individual and family clients and identifies itself as a capital allocator. Its advisory services emphasize comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee types. From an investment posture, the firm leans toward pooled public funds — mutual funds and ETFs — as the primary vehicle for client portfolios while also allocating to third-party alternative managers. It does not self-identify as an active ESG investor and is not designated as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices