Global Financial Planning Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Troy, MI. Its latest Form ADV filing, dated February 19, 2026, reports $135M in regulatory assets under management, 5 employees, and 566 accounts.
Assets Under Management
$135M
Employees
5
Offices
--
Total Clients
235
Primary office
TROY, MI
900 WILSHIRE DRIVE, SUITE 385, TROY, 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
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.2% of total clients.
Top client categories% of clientsClients
1
Individuals
73.2%
172
2
HNWI
23.4%
55
3
Pension Plans
3.4%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$135Mas of February 19, 2026
Discretionary83.6%
$113M
84% of total RAUM83.6%
Non-discretionary16.4%
$22M
16% of total RAUM16.4%
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$135M
Total Accounts566
10Y AUM Change+$10M (+7.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee47:1
10Y Employee Change-2 (-28.6%)
* 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.