Center For Financial Planning Inc.

Center For Financial Planning Inc. (CRD# 109599) is a financial advisory firm headquartered in Southfield, MI. They manage $1,443,669,806 in 3,414 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,444
    MILLION
  • Total Number of Accounts
    3,414
    ACCOUNTS
  • Average Account Value
    $422,868
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, CT, FL, GA, IL, IN, KY, MA, MI, MN, MO, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, WA

Financial Advisors at Center For Financial Planning Inc.
Showing 11 - 12 of 12 top financial advisors.
11
Timothy W. Wyman
CRD#: 2202030
24800 Denso Drive, Suite 300, Southfield, MI 48033

Timothy Wyman (CRD# 2202030) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 30 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.

12
Joshua A. Bitel
CRD#: 6450227
24800 Denso Drive, Suite 300, Southfield, MI 48033

Joshua Bitel (CRD# 6450227) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 3 years of experience in the finance industry. Joshua Bitel 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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