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, SEC‑registered registered investment advisor organized as a corporation and operating since 2006. The firm serves individuals and families and functions as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing, fixed fees and other fee types. The firm does not identify as an active ESG investor and is not presented as a multi‑state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
1 of 1
Angela Palacios
Partner, Chief Investment OfficerCRD 3108020
Contacts
3 of 16
Logan Dimitrie
Associate Financial PlannerCRD 7051914
Jeanette Lopiccolo
Associate Financial PlannerCRD 5354215
Sandra Adams
PartnerCRD 2962229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 205Active vs passive
$987M in ETFs
98%
$965M
2%
$21.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $377M | 549,217 | 38.22% |
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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