Center for Financial Planning Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$4,000

“Clients are be charged a fixed fee (commonly ranging from $2,500 to $4,000) for our Financial Planning advice, which is generally based on the amount of time required by the advisory team in the design of your financial plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Center for Financial Planning Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are mutually agreed upon in advance of entering into an agreement between Adviser and client.”
• “Though not required, clients will have an option to pay in advance.”
• “Clients will be billed directly for fees incurred.”

How Center for Financial Planning Inc’s fees compare

• Its flat or project fee of $2,500-$4,000 spans the Michigan median of $3,250. 49% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Center for Financial Planning Inc

• Firm size: 26 employees.
• Registered as an adviser: 2006 (20 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

1,496

Employees

26

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$1,969,959,576

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109599

Website

facebook.com/centerfp (opens in new tab)

Phone

(248) 948-7900

Can advise clients in 28 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in Southfield that publish fees

• Antonio Stokes AdvisorsSouthfield$250/hr, $350
• Reliance Capital Holdings, LLCSouthfield$200/hr
• Skyoak WealthSouthfield$200⁠-⁠$600/hr
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500

Compare all 10 planners in Southfield