Center For Financial Planning

Retirement Planning Firm in Grand Junction, CO

Firm Info
Address: Grand Junction, CO 81504, USA
Phone: (970) 434-4425

Firm Size
Assets Under Management: $1.4 billion
# of Advisors: 14
# of Clients: 3,414
Client to Advisor Ratio: 244:1
Average Account Size: $422,868
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Center For Financial Planning Inc Overview

The Center for Financial Planning Inc is a fee-only registered investment advisory firm that provides investment advice and financial planning services. With its headquarters based in Southfield, MI, the firm has been in business since 2006. As a registered investment advisory firm, it offers investment advice only and not any other financial services such as brokerage or insurance products. The Center for Financial Planning Inc provides financial planning services that include retirement planning, estate planning, tax planning, and education planning. In addition, it offers portfolio management for both individual investors and small businesses. One of the unique services that the Center for Financial Planning Inc offers is the selection of other advisors for clients who need specialized services outside of the firm's offerings. This service ensures that clients receive the best possible advice and services from experts in their respective fields. The firm's fee-only arrangement ensures that it is not in conflict with its clients' interests since it does not receive commissions or any other compensation for recommending any particular product or service.

The CENTER FOR FINANCIAL PLANNING INC caters to a diverse range of clients, from the everyday individual to high net worth individuals looking to maximize their wealth. The firm's services are tailored to meet the unique needs of each client, regardless of their financial status. Those seeking expert financial advice will find themselves in capable hands with the CENTER FOR FINANCIAL PLANNING INC. When it comes to fee structures, there are several options available depending on the service provided. Clients can choose to pay a percentage of assets under management (AUM) for ongoing investment management or financial planning services. Hourly fees can also be arranged for project-based work or consultation services. Alternatively, fixed fees may be charged for specific services, such as estate planning or tax preparation. Other types of fees may also be available depending on the nature and complexity of the services required. Ultimately, the CENTER FOR FINANCIAL PLANNING INC strives to provide transparent and flexible fee structures to ensure clients receive the best possible value for their investment.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure note for Center for Financial Planning Inc states that they do not impose an absolute minimum dollar value of assets or other conditions for establishing a financial planning engagement or investment management service. However, they do state that many clients meet at least one of the following financial criteria: liquid assets greater than $500,000; net worth greater than $1 million dollars, or income in excess of $200,000. Therefore, it can be assumed that their investment minimum is either undefined or variable based on the financial situation of the client.

How This Office Can Help Grand Junction, CO Residents

Center For Financial Planning is a premier financial advisor firm that provides a wide range of services to clients living in Grand Junction, CO. The firm has a team of experienced financial planners who use their expertise to help people achieve their financial goals. They assist clients in creating a financial plan that is tailored to their specific needs and goals. They provide expert advice on investments, tax planning, retirement planning, estate planning, and more. The residents of Grand Junction, CO often face unique financial challenges that require the assistance of expert financial planners. For instance, many of the residents are retired and need guidance on how to manage their retirement funds. The cost of healthcare is also a significant concern for the majority of residents. The Center for Financial Planning can help provide guidance on how to save for healthcare costs and plan for unexpected medical expenses. The firm also provides advice on how to manage debt, save for children's education, and protect assets through insurance. Overall, the Center for Financial Planning provides invaluable financial advice to help clients navigate their unique financial situations.

To view the Minimum Investment and Fee Schedule for Center For Financial Planning Inc, visit their Part 2 Brochure.

Services Offered by Center For Financial Planning Inc

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Center For Financial Planning Inc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location Grand Junction, CO 81504, USA
Phone (970) 434-4425
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 24800 DENSO DRIVE, SUITE 300, SOUTHFIELD, MI 48033-7470, United States

This firm has no other locations.

State Registrations

Center For Financial Planning Inc is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • New Hampshire
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia
  • Washington

Disciplinary History

Center For Financial Planning Inc does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs