Mandate & appetite
- Preferred strategies
- —
- Target geographies
- —
- Typical ticket
- —
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Founded in 1985, Center For Financial Planning Inc is a Michigan-based Registered Investment Adviser with a commitment to personalized financial planning. Their investment advisory services cater to a diverse clientele through specialized practice groups focusing on emerging wealth and high-net-worth families.
Unlock mandates & allocation signals
See Center For Financial Planning's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
Similar investors
Comparable allocators
Other
The Planning Center
Moline, United States
The Planning Center, Inc., a Registered Investment Adviser based in multiple U.S. locations, has over 25 years of experience providing fee-only financial planning services, focusing on investment management and comprehensive financial strategies including tax and estate planning.
Family Office
CFO4Life
Coppell, United States
CFO4Life, a registered investment adviser based in the U.S., specializes in comprehensive wealth management and personalized financial planning for business owners and executives, focusing on asset protection and successful retirement strategies. The firm emphasizes tailored services without proprietary products to ensure client priority and long-term financial independence.
Family Office · $1.1bn AUM
Fiduciary Financial Advisors
Grand Rapids, United States
Fiduciary Financial Advisors, located in West Michigan, is a Registered Investment Adviser providing independent, fee-only financial planning and investment management. With a commitment to personalized wealth management, they serve over 2,000 families and manage advice on assets exceeding $1 billion.
Family Office
Planning Alternatives
Birmingham, United States
Founded in 1983, Planning Alternatives Ltd is a registered investment adviser based in the United States, specializing in comprehensive wealth management services that encompass financial planning and investment management. The firm focuses on delivering personalized investment strategies to meet the diverse needs of its clients.
Family Office
ClearPlan Financial
Orchard Park, United States
Institutional investor. based in Orchard Park United States. LP type: Family Office. Asset class focus: Fixed Income, Hedge Funds, Public Equity, Real Estate. Geographic focus: Global. Sectors: office. Active real asset investor
Other
Total Wealth Planning
Cincinnati, United States
Total Wealth Planning, LLC is a registered investment adviser based in the United States, specializing in personalized investment management and comprehensive financial planning. Utilizing Modern Portfolio Theory, they focus on creating diversified portfolios across multiple asset classes, aiming for risk reduction and wealth creation for a range of clients including families and business owners.