# CORE FINANCIAL PLANNING

CORE FINANCIAL PLANNING of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 149293
- Type: SEC-registered investment adviser
- Location: 7 WEST SQUARE LAKE ROAD, BLOOMFIELD HILLS, MI, 48302
- Phone: 248-758-2304
- Latest filing: 2026-03-30
- Clients: 1

## Business model

- Compensation: Fixed
- Clients served: Individuals, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149293/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149293/similar
- Related entities: https://search.stillhousedata.com/firm/149293/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149293

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.