Center For Wealth Planning Advisors, Inc is a large advisory firm based in Troy. It manages $127.38 million of regulatory assets for 947 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida, Indiana, Louisiana, and 3 other states.
Center For Wealth Planning Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Center For Wealth Planning Advisors, Inc is $127.38 million. The firm's AUM has grown by 224% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Center For Wealth Planning Advisors, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joseph William Ruzycki has been acting as President since 1 Nov 2014. Richard Henry Ohlrich joined the executive team most recently as the Chief Compliance Officer.
The principal office where Center For Wealth Planning Advisors, Inc performs its advisory services is located at 2050 Livernois Rd, Troy, MI 48083, which is also the mailing address of the firm. An additional office of the firm is in Petoskey, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-498-4825 or by fax 248-489-4816. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at retire-plan.com.