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Advisor

Michael Branham

The Planning Center · St. Louis Park, Minnesota

Michael Branham is a fee-only financial advisor at The Planning Center in St. Louis Park, Minnesota, who holds the CFP credential. The Planning Center reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmThe Planning Center
Based in St. Louis Park, Minnesota
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.37B across 3,032 accounts
CredentialsCFP
SEC registration Investment adviser representative in AK, MN · CRD 3193430
Exams passedSeries 63 (1999)
Firm size28 employees
Disclosures None reported
Websitewww.theplanningcenter.com

How Michael's firm compares

  • The Planning Center's average account is about $452,000, from its Form ADV (assets managed divided by 3,032 accounts).

What fee-only advisors charge in Minnesota

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Questions about Michael

Is Michael Branham a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and The Planning Center reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Michael charge for financial advice?

Michael's firm, The Planning Center, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Michael Branham based?

Michael Branham is based in St. Louis Park, Minnesota.

What credentials does Michael Branham hold?

Michael Branham holds the CFP credential.

Is Michael Branham registered with the SEC?

Yes. Michael Branham is registered as an investment adviser representative in AK and MN (CRD 3193430), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does The Planning Center manage?

The Planning Center reports $1.37B across 3,032 accounts in assets under management.

How do I contact Michael Branham?

Through Michael's website, www.theplanningcenter.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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