Center For Wealth Planning Advisors, Inc (Troy)

Name: Center For Wealth Planning Advisors, Inc
Address: 2050 Livernois Rd, Troy, MI, 48083
Telephone: 248-498-4825

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.

Center For Wealth Planning Advisors: assets under management

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 firm manages $122.32 million in discretionary accounts and $5.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $136.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $101.2 thousand.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Center For Wealth Planning Advisors, Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph William Ruzycki	President	1 Nov 2014	75% - 100%	3081218
Richard Henry Ohlrich	Chief compliance officer	1 Nov 2014	Other	2091824

Based in Troy

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.