Firm
Core Financial Planning
Bloomfield Hills, Michigan
Fee-only
Core Financial Planning at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 26 individual clients, 5 of them high net worth.
- Its ongoing planning fee starts at $2,900 a year, in line with the Michigan median of $3,000.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Bloomfield Hills, Michigan |
|---|---|
| Website | corefp.com |
| Phone | (248) 758-2304 |
Core Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,900 a year |
|---|---|
| One-time plan | From $500 |
| How it charges | One-time plans or projects · Ongoing planning fee |
In the firm's words
"$2,900 - $25,000+ First Year" source
"$500 - $3,500" source
"Limited Term Financial Planning Engagement (very few taken)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Individual clients | 21 |
| High-net-worth clients | 5 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 149293 |