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Center for Financial Planning, Inc.
CENTER FOR FINANCIAL PLANNING, INC. is an independent registered investment adviser headquartered in Southfield, Michigan, serving primarily individual clients by offering comprehensive financial planning and wealth management solutions. The firm provides tailored investment portfolios, retirement planning, estate planning, and related financial advisory services. Founded in Michigan, it has approximately 31 employees, including both advisers and support staff, and focuses heavily on serving both high net worth and other individual clients.
Investment Strategy
Center for Financial Planning, Inc. employs a client-focused, discretionary investment strategy emphasizing diversification across major equity and fixed income asset classes. Their approach leverages strategic allocations to large-cap companies such as Microsoft, Apple, Amazon, and financials, guided by long-term financial planning goals. The firm emphasizes risk management appropriate to each client’s needs and actively rebalances portfolios in line with changing market conditions, with a strong orientation toward comprehensive, holistic financial solutions for individual investors.
Latest 13F Filing Activity
Center for Financial Planning, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 644 equity positions with a total 13F market value of $872M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Vanguard Index FDS among other positions. Center for Financial Planning, Inc. reduced exposure to Vanguard Index FDS, Berkshire Hathaway Inc. Del, First TR Exchange-traded FD among others.
Top Holdings
Equity Positions (644)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 34.82% | $303.6M | 534,508 | $387.56 | $568.03 | +$30.9M |
A AGG | ISHARES TR | 10.97% | $95.7M | 964,448 | $97.86 | $99.20 | +$1.3M |
I IEFA | ISHARES TR | 10.52% | $91.8M | 1,099,176 | $66.57 | $83.48 | +$9.2M |
V VB | VANGUARD INDEX FDS | 7.13% | $62.2M | 262,478 | $202.50 | $236.98 | +$27.8M |
V VO | VANGUARD INDEX FDS | 4.56% | $39.8M | 142,232 | $275.25 | $279.83 | +$36.9M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
J Jaclyn Jackson | Investment Research Associate and Registered Representative | Detroit, MI , United States | |
 | Investment Professional | Clarkston, MI , United States | |
M Marilyn Gunther | Partner | Southfield, MI , United States | |
 | Portfolio Manager | Detroit, MI , United States |
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