Center for Financial Planning Inc
● SEC registered since 2006CRD 109599SEC# 801-65076Southfield, MI
Reg. AUM
$1.97B
Employees
26
Accounts
4,285
Location
Southfield, MI
Center for Financial Planning Inc assets under management
Center for Financial Planning Inc is a registered investment adviser overseen by the SEC based in Southfield, MI. The firm has been registered since 2006. It reports $2 billion in regulatory assets under management and employs 26 people.
Center for Financial Planning Inc owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Sue Palacios Control | Chief Investment Officer / Partner | Under 5% | 2019 |
| Center for Financial Planning II, LLC Control | Limited Liability Company | Over 75% | 2026 |
| Jason Brian Wagner Control | Chief Operations Officer | Under 5% | 2025 |
| Kali Ellen Hassinger | Partner | Under 5% | 2026 |
| Lauren Elizabeth Adams Control | Managing Partner | Under 5% | 2021 |
| Matthew Atanacio Trujillo | Partner | Under 5% | 2021 |
| Michael Shane Brocavich | Partner | Under 5% | 2024 |
| Nicholas George Defenthaler Control | Chief Planning Officer / Partner | Under 5% | 2020 |
| Sandra Dee Adams | Partner | Under 5% | 2013 |
| Timothy Warren Wyman Control | Chief Compliance Officer / Partner | Under 5% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Center for Financial Planning Inc manage?
Center for Financial Planning Inc reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Center for Financial Planning Inc have?
Center for Financial Planning Inc reports 26 employees.
Where is Center for Financial Planning Inc located?
Center for Financial Planning Inc is based in Southfield, MI and has been SEC-registered since 2006.
Does Center for Financial Planning Inc disclose fund performance?
Center for Financial Planning Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 24800 Denso Drive, Suite 300, Southfield, MI 48033-7470 |
| Phone | (248)948-7900 |
| Fax | (248)948-1008 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1803557 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.97B▲ 15%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,369 advisers
EmployeesTop 20%
More than 80% of 16,804 advisers
Assets under management
$1.97Bregulatory AUM
Discretionary $1.94BNon-discretionary $33.6M