Center for Financial Planning Inc

Overview

Center for Financial Planning Inc is an SEC registered investment adviser based in Southfield, MI, registered since 2006. It reports $2B in assets under management across 4,285 accounts, with 26 employees. It has 17 investment adviser representatives.

Reported AUM

$2B

Discretionary

98%

Accounts

4,285

Average account

$46K

Employees

26

Advisory reps

17

Registered since

2006

Jurisdictions

28

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 8

• Timothy Warren Wyman President, Chief Compliance Officer CRD 2202030
• Angela Sue Palacios Director CRD 3108020
• Kali Ellen Hassinger Partner CRD 6175218

5 more executive officers, with direct contact details

Advisory reps 3 of 17

• Lauren Elizabeth Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6679672
• Sandra Dee Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2962229
• Joshua Aaron Bitel Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6450227

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

24800 Denso Dr Ste 300
Southfield, MI 48033

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 28 jurisdictions
• Website: moneycentered.com

Every state, with registration dates

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