Be advised. This firm is no longer registered.

Center For Financial Planning, Inc.

Center For Financial Planning, Inc. (CRD# 137500) is a financial advisory firm headquartered in Modesto, CA. They manage $3,800,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $165,217
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
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.

CA

Financial Advisors at Center For Financial Planning, Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.