Fee-only adviser · Bloomfield Hills, MI
Core Financial Planning
Core Financial Planning is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Bloomfield Hills, Michigan. On its latest Form ADV, filed March 30, 2026, it reports 26 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 149293 |
| Office | 7 West Square Lake Road Bloomfield Hills, MI 48302 |
| Phone | (248) 758-2304 |
| Website | www.corefp.com |
| Regulatory assets under management | Not reported |
| Individual clients | 21 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Fixed fee |
| Services | Financial planning, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bloomfield Hills
- Diversified Portfolios, Inc. $1.9B
- Greystone Financial Group, LLC $495M
- Bone Asset Management $53M
- Sculati Wealth Management, LLC $381M
- Northern Financial Advisors, Inc $684M
- Cranbrook Wealth Management, LLC $907M
See all 23 fee-only advisers in Bloomfield Hills →
Nearby
- Birmingham 10 firms
- Troy 21 firms
- Bingham Farms 2 firms
- Clawson 1 firm
- Rochester Hills 2 firms
- Lathrup Village 1 firm
- Southfield 6 firms
- Auburn Hills 3 firms
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