CENTER FOR FINANCIAL PLANNING INC
CRD #109599 SEC #801-65076 SOUTHFIELD, MI (248)948-7900
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
31
Clients
10
Accounts
4,116
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.7B | $1.7B | $47.4M | 31 | 7 |
| Jun 2025 | $1.7B | $1.7B | $47.4M | 31 | 7 |
| Apr 2025 | $1.7B | $1.7B | $47.4M | 31 | 7 |
| Mar 2025 | $1.7B | $1.7B | $47.4M | 31 | 7 |
| Mar 2025 | $1.7B | $1.7B | $47.4M | 31 | 7 |
| Mar 2024 | $1.6B | $1.5B | $57.3M | 13 | 6 |
| Mar 2023 | $1.3B | $1.3B | $22.1M | 13 | 9 |
| Mar 2022 | $1.4B | $1.4B | $23.4M | 29 | 35 |
| Mar 2022 | $1.3B | $1.3B | $22.5M | 13 | 0 |
| Jul 2021 | $1.3B | $1.3B | $22.5M | 13 | 0 |
| Mar 2021 | $1.3B | $1.3B | $22.5M | 13 | 0 |
| Jul 2020 | $971.9M | $957.7M | $14.2M | 30 | 0 |
| Jun 2020 | $971.9M | $957.7M | $14.2M | 30 | 0 |
| May 2020 | $971.9M | $957.7M | $14.2M | 30 | 0 |
| Mar 2020 | $1B | $1B | $14.8M | 30 | 0 |
| Apr 2019 | $966.7M | $933.6M | $33.1M | 28 | 0 |
| Mar 2019 | $966.7M | $933.6M | $33.1M | 28 | 0 |
| Aug 2018 | $1B | $918.5M | $82.3M | 28 | 0 |
| Mar 2018 | $1B | $918.5M | $82.3M | 29 | 0 |
| Nov 2017 | $800.5M | $770M | $30.5M | 27 | 889 |
| Aug 2017 | $800.5M | $770M | $30.5M | 22 | 825 |
| Mar 2017 | $800.5M | $770M | $30.5M | 22 | 825 |
| Feb 2016 | $728.7M | $656.6M | $72.1M | 20 | 825 |
| Mar 2015 | $742.8M | $644.7M | $98.1M | 20 | 825 |
| Jul 2014 | $720.1M | $644.2M | $75.9M | 20 | 775 |
| Jul 2014 | $720.1M | $644.2M | $75.9M | 20 | 775 |
| Jul 2014 | $720.1M | $644.2M | $75.9M | 20 | 775 |
| Mar 2014 | $694.9M | $622.4M | $72.5M | 20 | 770 |
| Sep 2013 | $577.1M | $514M | $63.1M | 20 | 770 |
| Mar 2013 | $577.1M | $514M | $63.1M | 20 | 770 |
| Aug 2012 | $499.3M | $426.1M | $73.2M | 11 | 670 |
| Mar 2012 | $499.3M | $426.1M | $73.2M | 11 | 670 |
| Mar 2011 | $406.8M | $323.1M | $83.7M | -- | -- |
| Mar 2010 | $221.2M | $69M | $152.2M | -- | -- |
| Mar 2009 | $159.7M | $8.5M | $151.2M | -- | -- |
| Aug 2007 | $176.8M | $0 | $176.8M | -- | -- |
| Feb 2007 | $176.8M | $0 | $176.8M | -- | -- |
| Feb 2006 | $143.8M | $0 | $143.8M | -- | -- |
| Nov 2005 | $510M | $0 | $510M | -- | -- |
DateJun 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$47.4M
Employees31
Clients7
DateJun 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$47.4M
Employees31
Clients7
DateApr 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$47.4M
Employees31
Clients7
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$47.4M
Employees31
Clients7
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$47.4M
Employees31
Clients7
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$57.3M
Employees13
Clients6
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.1M
Employees13
Clients9
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.4M
Employees29
Clients35
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.5M
Employees13
Clients0
DateJul 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.5M
Employees13
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22.5M
Employees13
Clients0
DateJul 2020
Total AUM$971.9M
Discretionary$957.7M
Non-Disc.$14.2M
Employees30
Clients0
DateJun 2020
Total AUM$971.9M
Discretionary$957.7M
Non-Disc.$14.2M
Employees30
Clients0
DateMay 2020
Total AUM$971.9M
Discretionary$957.7M
Non-Disc.$14.2M
Employees30
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$14.8M
Employees30
Clients0
DateApr 2019
Total AUM$966.7M
Discretionary$933.6M
Non-Disc.$33.1M
Employees28
Clients0
DateMar 2019
Total AUM$966.7M
Discretionary$933.6M
Non-Disc.$33.1M
Employees28
Clients0
DateAug 2018
Total AUM$1B
Discretionary$918.5M
Non-Disc.$82.3M
Employees28
Clients0
DateMar 2018
Total AUM$1B
Discretionary$918.5M
Non-Disc.$82.3M
Employees29
Clients0
DateNov 2017
Total AUM$800.5M
Discretionary$770M
Non-Disc.$30.5M
Employees27
Clients889
DateAug 2017
Total AUM$800.5M
Discretionary$770M
Non-Disc.$30.5M
Employees22
Clients825
DateMar 2017
Total AUM$800.5M
Discretionary$770M
Non-Disc.$30.5M
Employees22
Clients825
DateFeb 2016
Total AUM$728.7M
Discretionary$656.6M
Non-Disc.$72.1M
Employees20
Clients825
DateMar 2015
Total AUM$742.8M
Discretionary$644.7M
Non-Disc.$98.1M
Employees20
Clients825
DateJul 2014
Total AUM$720.1M
Discretionary$644.2M
Non-Disc.$75.9M
Employees20
Clients775
DateJul 2014
Total AUM$720.1M
Discretionary$644.2M
Non-Disc.$75.9M
Employees20
Clients775
DateJul 2014
Total AUM$720.1M
Discretionary$644.2M
Non-Disc.$75.9M
Employees20
Clients775
DateMar 2014
Total AUM$694.9M
Discretionary$622.4M
Non-Disc.$72.5M
Employees20
Clients770
DateSep 2013
Total AUM$577.1M
Discretionary$514M
Non-Disc.$63.1M
Employees20
Clients770
DateMar 2013
Total AUM$577.1M
Discretionary$514M
Non-Disc.$63.1M
Employees20
Clients770
DateAug 2012
Total AUM$499.3M
Discretionary$426.1M
Non-Disc.$73.2M
Employees11
Clients670
DateMar 2012
Total AUM$499.3M
Discretionary$426.1M
Non-Disc.$73.2M
Employees11
Clients670
DateMar 2011
Total AUM$406.8M
Discretionary$323.1M
Non-Disc.$83.7M
Employees--
Clients--
DateMar 2010
Total AUM$221.2M
Discretionary$69M
Non-Disc.$152.2M
Employees--
Clients--
DateMar 2009
Total AUM$159.7M
Discretionary$8.5M
Non-Disc.$151.2M
Employees--
Clients--
DateAug 2007
Total AUM$176.8M
Discretionary$0
Non-Disc.$176.8M
Employees--
Clients--
DateFeb 2007
Total AUM$176.8M
Discretionary$0
Non-Disc.$176.8M
Employees--
Clients--
DateFeb 2006
Total AUM$143.8M
Discretionary$0
Non-Disc.$143.8M
Employees--
Clients--
DateNov 2005
Total AUM$510M
Discretionary$0
Non-Disc.$510M
Employees--
Clients--