Center For Financial Planning Inc
- Regulatory AUM
- $2.0B
- Discretionary
- $1.9B
- Clients
- 1,496
- Avg AUM / client
- $1.3M
- Accounts
- 4,285
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,088 | $523M | 26.6% |
| High net worth individuals | 408 | $1.4B | 73.3% |
| Charitable organizations | Fewer than 5 clients | $228K | 0.01% |
| Corporations and other businesses | Fewer than 5 clients | $3.0M | 0.15% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chope, Matthew, Edward | Director | Jan 2005 (22y) | 10% – 25% | |
| Timothy Warren Wyman | President/Chief Compliance Officer | CFP | Jan 2005 (22y) | 25% – 50% |
| Sandra Dee Adams | Director | CFP | Jan 2010 (17y) | 10% – 25% |
| Angela Sue Palacios | Director | CFP | Jul 2010 (16y) | 10% – 25% |
| Matthew Atanacio Trujillo | Director | CFP | Feb 2017 (9y) | 5% – 10% |
| Nicholas George Defenthaler | Director | CFP | Feb 2017 (9y) | 5% – 10% |
| Lauren Elizabeth Adams | Director/Treasurer | CFP | Mar 2019 (7y) | 5% – 10% |
| Michael Shane Brocavich | Director | CFP | Jun 2021 (5y) | 5% – 10% |
| Amanda Colleen Toia | Registered representative | Mar 2012 (14y) | ||
| Kali Ellen Hassinger | Registered representative | CFP | Feb 2018 (8y) | |
| Robert Lawrence Ingram | Registered representative | Feb 2018 (8y) | ||
| Joshua Aaron Bitel | Registered representative | CFP | Jun 2021 (5y) | |
| Nicholas Paul Boguth | Registered representative | CFP CFA | Jan 2023 (4y) | |
| Andrew Joseph O'laughlin | Registered representative | CFP | Apr 2023 (3y) | |
| Logan Dimitrie | Registered representative | CFP | Feb 2025 (1y) | |
| Mallory Lynn Hunt | Registered representative | Feb 2026 (0y) | ||
| Mary Katherine Sheahan | Registered representative | Feb 2026 (0y) | ||
| Jeanette Frances Lopiccolo | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • THIRD PARTY ADVISER/MANAGER FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $2.0B (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗