Center for Financial Planning Inc

RIASEC Registered
Total AUM
$2B
Discretionary
$1.9B
98% of AUM
Avg account
$460K
Accounts
4,285
Employees
26
Advisory reps
18

Firm details

Headquarters
Southfield, Michigan
CRD number
109599
Registered since
January 4, 2006
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Exchange Traded Equities 10%, State & Local Bonds 3%, Cash & Cash Equivalents 2%, Investment Grade Corp Bonds 1%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities10%
  • State & Local Bonds3%
  • Cash & Cash Equivalents2%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 243

Active vs passive

$999M in ETFs

Passive

98%

$976M

Active

2%

$23M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$386M550,99438.65%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth