A complete list of active advisors currently associated with Center for Financial Planning Inc

Warmer can help you find a great advisor at Center for Financial Planning Inc or one who fits your needs even better.

Center for Financial Planning, Inc. provides financial planning and investment management to individuals (including high-net-worth clients), retirement plans, trusts, estates and charitable organizations. Services described in the brochure include comprehensive planning (cash flow, tax, retirement and estate planning), investment advice, and access to alternative investments and managed account strategies. The firm uses a documented suitability process (including client goals, risk tolerance, time horizon, income and net worth) to tailor asset allocations and portfolios that emphasize diversification across stocks, bonds, mutual funds, ETFs and direct-indexing strategies. Accounts are held with Raymond James as custodian and may be managed on discretionary or non-discretionary bases, with periodic reviews at least annually and client-directed restrictions accommodated where requested. Compared with many team firms, the brochure discloses arrangements to offer Raymond James wrap-fee platforms (RJCS and Freedom) under sub‑advisory agreements and that the Center receives a portion of those program fees, as well as sponsorship and recognition benefits from product providers. The brochure also highlights operational specifics that are less common among peers — for example, a stated “cash rule” that excludes sweep balances above 20% of an Ambassador account after two consecutive quarters from asset-based billing — and the firm’s scale (roughly $1.97 billion in AUM across a 17-adviser team).

To learn more about the advisors currently working at Center for Financial Planning Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.