Overview
Assets Under Management: $135 million
Headquarters: TROY, MI
High-Net-Worth Clients: 55
Average Client Assets: $1.4 million
Frequently Asked Questions
GLOBAL FINANCIAL PLANNING GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114803), GLOBAL FINANCIAL PLANNING GROUP, LLC is subject to fiduciary duty under federal law.
GLOBAL FINANCIAL PLANNING GROUP, LLC is headquartered in TROY, MI.
GLOBAL FINANCIAL PLANNING GROUP, LLC serves 55 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, GLOBAL FINANCIAL PLANNING GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
GLOBAL FINANCIAL PLANNING GROUP, LLC manages $135 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, GLOBAL FINANCIAL PLANNING GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.14%
Average Client Assets: $1.4 million
Total Client Accounts: 566
Discretionary Accounts: 471
Non-Discretionary Accounts: 95
Regulatory Filings
CRD Number: 114803
Filing ID: 2052932
Last Filing Date: 2026-02-19 15:48:14