Center For Financial Planning Inc.

Center For Financial Planning Inc. (CRD# 109599) is a financial advisory firm headquartered in Southfield, MI. They manage $728,700,000 in 2,510 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    729
    MILLION
  • Total Number of Accounts
    2,510
    ACCOUNTS
  • Average Account Value
    $290,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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.

AZ, CA, CO, FL, GA, IL, KY, MA, MI, MN, MO, NC, NY, OH, OR, PA, SC, TX, VA

Financial Advisors at Center For Financial Planning Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Melissa Joy
CRD#: 3233879
24800 Denso Drive, Suite 300, Southfield, MI 48033
98
Wealthminder
score
Melissa Joy (CRD# 3233879) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 12 years of experience in the finance industry.
2
Sandra D. Adams
CRD#: 2962229
40 Oak Hollow Street, Suite 125, Southfield, MI 48033
96
Wealthminder
score

Sandra Adams (CRD# 2962229) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 14 years of experience in the finance industry. Sandra Adams 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.

3
Daniel H. Boyce
CRD#: 733571
40 Oak Hollow Street, Suite 125, Southfield, MI 48033
96
Wealthminder
score

Daniel Boyce (CRD# 733571) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 35 years of experience in the finance industry. Daniel Boyce 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.

4
Matthew E. Chope
CRD#: 2147731
40 Oak Hollow Street, Suite 125, Southfield, MI 48033
96
Wealthminder
score

Matthew Chope (CRD# 2147731) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 25 years of experience in the finance industry. Matthew Chope 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.

5
Marilyn M. Gunther
CRD#: 1181724
40 Oak Hollow Street, Suite 125, Southfield, MI 48033
96
Wealthminder
score

Marilyn Gunther (CRD# 1181724) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 33 years of experience in the finance industry. Marilyn Gunther 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.

6
Angela S. Palacios
CRD#: 3108020
40 Oak Hollow Street, Suite 125, Southfield, MI 48033
96
Wealthminder
score

Angela Palacios (CRD# 3108020) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 17 years of experience in the finance industry. Angela Palacios 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.

7
Laurie D. Renchik
CRD#: 2222771
40 Oak Hollow Street, Suite 125, Southfield, MI 48033
96
Wealthminder
score

Laurie Renchik (CRD# 2222771) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 24 years of experience in the finance industry. Laurie Renchik 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.

8
Timothy W. Wyman
CRD#: 2202030
40 Oak Hollow Street, Suite 125, Southfield, MI 48033
96
Wealthminder
score

Timothy Wyman (CRD# 2202030) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 24 years of experience in the finance industry. Timothy Wyman 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.

9
Amanda C. Toia
CRD#: 4303226
24800 Denso Drive, Suite 300, Southfield, MI 48033
81
Wealthminder
score

Amanda Toia (CRD# 4303226) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 15 years of experience in the finance industry.

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