CENTER FOR FINANCIAL PLANNING INC

CRD

109599

SEC file #

801-65076

EIN

382779698

DBA names

—

Economics

AUM

$1.97B

AUM band

$1B+

AUM trajectory

'20 · $966.7M

'21 · $971.9M

'22 · $1.29B

'23 · $1.44B

'25 · $1.71B

'26 · $1.97B

'20'26

$966.7M → $1.97B▲ +104%

sec adv history

Client mix

Individuals Other	1,088
Individuals High Net Worth	408

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 12 advisors

'21 · 12 advisors

'22 · 12 advisors

'23 · 14 advisors

'25 · 18 advisors

'26 · 17 advisors

'20'26

12 advisors → 17 advisors▲ +42%

sec adv history

Primary office

SOUTHFIELD MI

Branches

—

Custodian & Brokerage

Primary custodian

Raymond Jameslow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisers

Fee basis

% of AUMFixed feesOther Compensation

Filings

Latest ADV filing

04/16/2026

facebook.com/centerfp(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

WYMAN, TIMOTHY, WARREN

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

WYMAN, TIMOTHY, WARREN

ADAMS, LAUREN, ELIZABETH

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:facebook.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001803557

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2020-02-14

Edgar Last Filing Date

2026-05-04

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-04

Accession0001803557-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1553

Soi Zip Pct 200k Plus

0.0376

Soi Zip Returns 200k Plus

310

Soi Zip Total AGI

517,700

Fdic Zip Total Deposits

2,230,183,000

Fdic Zip Branch Count

Fdic Zip Top Banks

Comerica Bank

Bank One, Michigan

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Raymond James	10
E*trade	4

adv brochure

Edgar Addresses

Mailing

24800 DENSO DRIVESUITE 300SOUTHFIED, MI 48033

Business

24800 DENSO DRIVESUITE 300SOUTHFIED, MI 48033

Edgar EIN

382779698

Edgar Recent Filings

13F-HR2026-05-04 · 0001803557-26-000003

13F-HR2026-02-05 · 0001803557-26-000001

Fdic Zip Branches Raw

First of America Bank-Southeast Michigan, National AssociationKeego Harbor, MI

Michigan National BankWest Bloomfield Township, MI

Fdic Zip HHI

1880.27

Fdic Zip Top Bank Share Pct

31.95

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	32,211
Returns	2,660

Stub 2

AGI	76,714
Returns	2,080

Stub 3

AGI	86,047
Returns	1,410

Soi Zip Total Business Income

1,419

Soi Zip Total Cap Gains

14,641

Soi Zip Total Dividends

11,149

Soi Zip Total Returns

8,240

Top Owner CRD

2202030

Trust Company Affiliate

IAR · Direct Owner · 37.5%

People (17)

WYMAN, TIMOTHY, WARREN

2202030

DEFENTHALER, NICHOLAS, GEORGE

5301968

ADAMS, LAUREN, ELIZABETH

6679672

ADAMS, SANDRA, DEE

2962229

PALACIOS, ANGELA, SUE