# Center for Financial Planning Inc

> Center for Financial Planning Inc is an SEC-registered investment advisory firm in Southfield, MI, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 109599
- Filed as: CENTER FOR FINANCIAL PLANNING INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Southfield, MI
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109599
- AdvisorCensus page: https://advisorcensus.com/firm/center-for-financial-planning-inc-southfield-mi-109599

## Quick answers

**How is Center for Financial Planning Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Center for Financial Planning Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does Center for Financial Planning Inc charge?**
Its Form ADV Part 2A brochure dated April 16, 2026 states: Flat fee: $2,500 to $4,000 (Financial Planning advice). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Center for Financial Planning Inc located?**
Center for Financial Planning Inc's principal office is in Southfield, MI, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Center for Financial Planning Inc registered with the SEC or a state?**
Center for Financial Planning Inc is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 109599.

**How much does Center for Financial Planning Inc manage?**
Center for Financial Planning Inc reports $1,969,959,576 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (98% discretionary).

**How have Center for Financial Planning Inc's assets and staff changed since 2021?**
In the Form ADV data for Center for Financial Planning Inc: Regulatory assets under management: $1,287,981,510 in the October 2021 data and $1,969,959,576 in the October 2026 data, up 53%. Total employees: 13 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Center for Financial Planning Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,088); high net worth individuals (408).

**Which custodians does Center for Financial Planning Inc use?**
Center for Financial Planning Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. and Raymond James Trust Company of NH as custodians holding 10% or more of its separately managed account assets.

**Does Center for Financial Planning Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109599

**Does Center for Financial Planning Inc state an account minimum?**
Its Form ADV Part 2A brochure dated April 16, 2026 says: "We do not impose absolute minimum dollar value of assets or other conditions for establishing a financial planning engagement or investment management service."

**What changed in Center for Financial Planning Inc's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 16, 2026)

- Account minimum: None

> We do not impose absolute minimum dollar value of assets or other conditions for establishing a financial planning engagement or investment management service.

- Flat fee: $2,500 to $4,000 (Financial Planning advice)

> Planning Fee: Clients are charged a fixed fee (commonly ranging from $2,500 to $4,000) for our Financial Planning advice, which is generally based on the amount of time required

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.
- Raymond James Trust Company of NH

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,969,959,576
- Discretionary: $1,936,327,046
- Non-discretionary: $33,632,530

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,088 | $523,051,873 |
| High net worth individuals | 408 | $1,443,701,142 |
| Charitable organizations | Fewer than 5 | $228,480 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,978,081 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2006 (20 years)
- Employees: 26 total, 17 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NE, NH, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Brighton, MI

### Websites listed on Form ADV (Item 1.I)
- centerfinplan.com
- moneycentered.com
- Facebook @CENTERFP
- LinkedIn @CENTERFINPLAN
- X @centerfinplan
- YouTube @UCzjvVnD4LVHVe240QNrMcYg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,287,981,510 | 13 | July 16, 2021 |
| October 2022 | $1,443,669,806 | 29 | March 25, 2022 |
| October 2023 | $1,311,417,733 | 13 | March 29, 2023 |
| October 2024 | $1,558,325,820 | 13 | March 26, 2024 |
| October 2025 | $1,711,817,929 | 31 | June 23, 2025 |
| October 2026 | $1,969,959,576 | 26 | September 11, 2026 |

Regulatory assets under management: $1,287,981,510 in the October 2021 data and $1,969,959,576 in the October 2026 data, up 53%.
Total employees: 13 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 18 to 17.
- Regulatory assets under management went from $1,711,817,929 to $1,969,959,576 (+15%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Center for Financial Planning Inc (CRD 109599): Form ADV filing data as of October 2026.