Center For Financial Planning Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Southfield, MI. Its latest Form ADV filing, dated April 16, 2026, reports $2.0B in regulatory assets under management, 26 employees, 1 office, and 4,285 accounts.
Assets Under Management
$2.0B
Employees
26
Offices
1 office
Total Clients
1,496
Primary office
SOUTHFIELD, MI
24800 DENSO DRIVE, SUITE 300, SOUTHFIELD, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
1,088
2
HNWI
27.3%
408
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of April 16, 2026
Discretionary98.3%
$1.9B
98% of total RAUM98.3%
Non-discretionary1.7%
$34M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts4,285
10Y AUM Change+$1.2B (+146.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee58:1
10Y Employee Change+4 (+18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.