C
$2.0B Total AUM
$1.9B Disc. AUM
14.5% 3Y CAGR
26 Employees
1,505 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- PeakOptima
- Established Date
- 01-04-2006
- Office Locations
- 2
Office Locations
24800 Denso Dr. Suite 300 Southfield MI
40 OAK Hollow Street, Suite 125 Southfield MI
About Center FOR Financial Planning INC
Center FOR Financial Planning INC is a Southfield-based RIA with 2 offices. The firm has been operating for 20 years. Managing $2.0B in total assets under management, with 17 advisory representatives. They custody assets with Raymond James. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
44 AVG AGE
$115.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.3 yrs AVG TENURE
26 Employees
17 Advisory Reps
17 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Delta Harbor Value insight Bridge Prime Element horizon Atlas Ridge
Client Personas
Eagle
Custodian
Eagle fusion Horizon frontier Summit focus Meridian Foundation quantum Fusion zenith
Investment Themes
Element alpha Bridge momentum Focus wave Radial
Investment Vehicles
Frontier peak Horizon
Services
Alpha Atlas timber Optima vector Prime capital North Horizon horizon Catalyst
Technology
Quantum Frontier
Owner & Executives
TIMOTHY WARREN WYMAN
Chief Compliance Officer, President
- CRD
- #2202030
- Ownership
- 25% but less than 50%
(940) 823-6663
unison.harbor@matrixcapital.com
in linkedin.com/in/zenith-vital
LAUREN ELIZABETH ADAMS
DIRECTOR, TREASURER
- CRD
- #6679672
- Ownership
- 10% but less than 25%
(446) 288-6893
zenith.element@timbercapital.com
in linkedin.com/in/foundation-ridge
P
Prime vertex
Delta focus
- CRD
- #52986
- Ownership
- 17.0%
(564) 529-7742
element.harbor@quantumcapital.com
in linkedin.com/in/north-oak
Showing 2 of 8 owners & executives
Unlock allContacts
JOSHUA AARON BITEL
--
- CRD
- #6450227
(269) 889-6724
oak.frontier@focuscapital.com
in linkedin.com/in/optima-ember
NICHOLAS PAUL BOGUTH
--
- CRD
- #6325691
(662) 792-4665
pathway.frontier@horizoncapital.com
in linkedin.com/in/bridge-wave
C
Catalyst legacy
Pathway signal vital
- CRD
- #95063
(499) 947-5773
insight.pathway@vertexcapital.com
in linkedin.com/in/frontier-pioneer
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,936,327,046 | $457,220 |
| Non-Discretionary | $33,632,530 | $672,651 |
| Total | $1,969,959,576 | $459,734 |
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Separately Managed Accounts
Total SMA Asset: $1,969,959,576
Public Funds:
10.1% Equity - Exchange:
26.9% Municipal Bonds:
29.2% Cash:
9.9% Corporate - Investment Grade:
23.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $782,018,798 | 10.1% |
| Equity - Exchange | $2,082,802,541 | 26.9% |
| Municipal Bonds | $2,260,886,030 | 29.2% |
| Cash | $766,533,277 | 9.9% |
| Corporate - Investment Grade | $1,850,519,731 | 23.9% |
| Total | $7,742,760,377 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS VITAL ALPHA | EMBER MERIDIAN | 340NXTWA9 | KTW | 10.05% | $88,161,358 |
| UNISON WAVE DELTA | CREST SUMMIT | 5WIGS8LUM | TFF | 12.40% | $21,148,810 |
| EMBER LEGACY | VECTOR MATRIX | 0U9FV6SG0 | TPJP | 3.92% | $51,076,641 |
| NORTH MATRIX LEGACY | CAPITAL FOCUS | TR0POA3F2 | HGHW | 11.77% | $46,300,241 |
| PEAK CAPITAL | DELTA EMBER | J108NZ326 | MTADP | 8.33% | $81,862,301 |
| NORTH ATLAS | MATRIX VERTEX | 2G8DA9AR6 | MJIRS | 9.61% | $94,396,012 |
| EMBER PEAK | OPTIMA RIDGE | G06IP4KT7 | HHOS | 11.42% | $44,548,501 |
| PEAK BEACON ZENITH | DELTA LEGACY | O0IA4YGAT | DSH | 7.94% | $112,123,561 |