Global Financial Planning Group, LLC

Financial planning in Troy, MI

SEC registeredNo commissions reported

Call (248) 643-4820 Send a message Map ↗

Public-record details

Address: 900 Wilshire Drive, Suite 385, Troy, MI 48084
Phone: (248) 643-4820
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number: 114803
Registration: SEC registered since 2025-05-30
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $135.3 million
Accounts managed: 566
Clients reported (Form ADV 5.D): 235
Individual / high-net-worth clients: 172 / 55
Employees: 5
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-07-16

SEC registered investment adviser, CRD 114803, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 114803 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Troy

Arbor Wealth Advisors LLC801 W Big Beaver Road, Suite 300 · Troy, MI 48084 · (855) 927-2679 · Financial planningCRD 169570 · Hourly charges, Fixed fees · $657.7 million AUMSEC registeredNo commissions reported Asset Preservation Capital, LTD3331 W. Big Beaver Rd, Suite 118 · Troy, MI 48084 · (248) 649-4759 · Financial planningCRD 305899 · % of assets, Fixed fees · $18.5 million AUMState registeredNo commissions reported Association Financial Services, LLC755 West Big Beaver Road, Suite # 2020 · Troy, MI 48084 · (800) 943-8804 · Financial planningCRD 287975 · % of assets, Hourly charges, Fixed fees · $4.0 million AUMState registeredNo commissions reported Barking Sands Capital101 W. Big Beaver Rd., Suite 1400 · Troy, MI 48084 · (248) 687-1040 · Financial planningCRD 141907 · % of assets, Hourly charges, Fixed fees · $45.0 million AUMState registeredNo commissions reported Baron Wealth Management, LLC1441 W. Long Lake Road, Suite 240 · Troy, MI 48098 · (248) 251-0161 · Financial planningCRD 153117 · % of assets, Hourly charges, Fixed fees · $846.8 million AUMSEC registeredNo commissions reported Bridgewise Wealth Management2041 E Square Lake Rd, Suite 400 · Troy, MI 48085 · (248) 266-1187 · Financial planningCRD 332837 · % of assets, Hourly charges, Fixed fees · $35.6 million AUMState registeredNo commissions reported Calvert Planning Corporation2950 W. Square Lake Road, Suite 110 · Troy, MI 48098 · (248) 723-3322 · Financial planningCRD 124524 · % of assets, Hourly charges, Fixed fees · $18.7 million AUMState registeredNo commissions reported Carrera Capital Advisors901 Wilshire Drive, Suite 565 · Troy, MI 48084 · (248) 362-5009 · Financial planningCRD 330834 · % of assets, Hourly charges, Fixed fees · $968.7 million AUMSEC registeredNo commissions reported

All 42 in Troy →