CENTER FOR FINANCIAL PLANNING INC

CRD 109599File 801-65076

APPROVED

Retail clients

Custody

Filing as of Apr 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.97B

Top 25% of cohort (national)

Discretionary AUM

$1.94B

Non-discretionary $33.6M

Clients

1,496

4,285 accounts

Employees

Top 10% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jan 4, 2006
Principal office: 24800 DENSO DRIVE, SUITE 300, SOUTHFIELD, MI, 48033-7470
Phone: (248)948-7900
Website: HTTPS://WWW.FACEBOOK.COM/CENTERFP

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.97B
Discretionary AUM: $1.94B
Non-discretionary AUM: $33.6M
Discretionary accounts: 4,235
Non-discretionary accounts: 50
Total accounts: 4,285
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$3.0M
Charitable organizations	Fewer than 5	$228K
High net worth individuals	408	$1.44B
Individuals (other than high net worth individuals)	1,088	$523.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — THIRD PARTY ADVISER/MANAGER FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.