Calvert Planning Corporation

Calvert Planning Corporation (CRD# 124524) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $19,386,977 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $969,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Calvert Planning Corporation
Showing 1 - 1 of 1 top financial advisors.
1
George C. Calvert
CRD#: 1749639
77 East Long Lake Road, Bloomfield Hills, MI 48304
90
Wealthminder
score

George Calvert (CRD# 1749639) is an Investment Advisor Representative working at Calvert Planning Corporation in Bloomfield Hills, MI and has 1 year of experience in the finance industry. George Calvert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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