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 organized as a corporation and owned by an individual. The firm focuses on serving individuals and families with financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside managers when appropriate. It charges clients via asset-based fees, fixed fees and other fee arrangements. The adviser is a capital allocator that supplements core mutual fund and ETF exposure with third‑party alternative managers. The firm does not identify as an active ESG investor.
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 1ANGELA PALACIOS
Partner, Chief Investment OfficerCRD 3108020
Contacts
3 of 16Logan 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 196Active vs passive
$874M in ETFs
98%
$854M
2%
$20.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $325M | 544,225 | 37.20% |
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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