# Core Financial Planning

> Core Financial Planning is a state-registered investment advisory firm in Bloomfield Hills, MI, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.

- CRD: 149293
- Filed as: CORE FINANCIAL PLANNING
- Legal name: Core Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149293
- AdvisorCensus page: https://advisorcensus.com/firm/core-financial-planning-bloomfield-hills-mi-149293

## Quick answers

**How is Core Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Core Financial Planning reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Core Financial Planning located?**
Core Financial Planning's principal office is in Bloomfield Hills, MI, according to its Form ADV.

**Is Core Financial Planning registered with the SEC or a state?**
Core Financial Planning is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149293.

**What types of clients does Core Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (5).

**Does Core Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149293

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | Not reported |
| High net worth individuals | 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- corefp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Core Financial Planning (CRD 149293): Form ADV filing data as of October 2026.