Insights

Independent Advisor Enablement Centers for Wealth Planning supports independent financial advisors with resources, training, and economies of scale across wealth management, compliance, operations, and business development, indicating a strong upsell opportunity for technology, compliance, and practice management solutions.

SMB Firm Growth With a small team size (2-10 employees) and revenue in the low millions, there is potential to offer scalable automation, CRM, and client onboarding tools tailored for small financial advisory practices seeking efficiency gains and growth acceleration.

Technology Stack Fit Current tech stack includes Drupal, PHP, jQuery, Bootstrap, Office 365, and GoDaddy, suggesting opportunities to bundle modern web/cloud enhancements, data security services, and workflow automation compatible with their existing platforms.

Compliance and Oversight The partnership model with LPL Financial and emphasis on compliance oversight presents a clear path to introduce integrated compliance management, regulatory reporting, and audit readiness solutions as a value-add for advisor clients.

Market Positioning As a niche support hub for independent advisors, there is potential to position services around client-focused practice management, marketing development, and scalable back-office support to compete with larger broker-dealer networks.

Similar companies to Center for Wealth Planning, Inc.

Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
10K$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
28K$10B+
Merrill Lynch
35K$10B+
Lincoln Financial
11K$10B+
Morgan Stanley
101K$10B+
Edward Jones
46K$10B+

Center for Wealth Planning, Inc. Tech Stack

Center for Wealth Planning, Inc. uses 8 technology products and services including Drupal, Cloudflare DNS, Font Awesome, and more. Explore Center for Wealth Planning, Inc.'s tech stack below.

Drupal
Content Management System
Cloudflare DNS
Domain Name Services
Font Awesome
Font Scripts
Lightbox
Javascript Libraries
Office 365
Office Suites
PHP
Programming Languages
Google Analytics
Web Analytics
GoDaddy
Web Hosting

Center for Wealth Planning, Inc.'s Email Address Formats

Center for Wealth Planning, Inc. uses at least 6 email formats:

Center for Wealth Planning, Inc. Email Formats	Example	Percentage
First.Last@lpl.com	John.Doe@lpl.com	93%
First.L@lpl.com	John.D@lpl.com	5%
F.Last@lpl.com	J.Doe@lpl.com	1%
FLast@lpl.com	JDoe@lpl.com	1%
First.Last@retire-plan.com	John.Doe@retire-plan.com	67%
F.Last@retire-plan.com	J.Doe@retire-plan.com	33%

Frequently Asked Questions

What is Center for Wealth Planning, Inc.'s phone number?

You can contact Center for Wealth Planning, Inc.'s main corporate office by phone at

+1-248-498-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Center for Wealth Planning, Inc.'s official website and social media links?

Center for Wealth Planning, Inc.'s official website is retire-plan.com and has social profiles on LinkedIn.

How much revenue does Center for Wealth Planning, Inc. generate?

As of August 2026, Center for Wealth Planning, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Center for Wealth Planning, Inc.'s NAICS code?

Center for Wealth Planning, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Center for Wealth Planning, Inc. have currently?

As of August 2026, Center for Wealth Planning, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include President: M. W., Owner: A. A. and Office Manager: J. B. Explore Center for Wealth Planning, Inc.'s employee directory with LeadIQ.

What industry does Center for Wealth Planning, Inc. belong to?

Center for Wealth Planning, Inc. operates in the Financial Services industry.

What technology does Center for Wealth Planning, Inc. use?

Center for Wealth Planning, Inc.'s tech stack includes Drupal, Cloudflare DNS, Font Awesome, Lightbox, Office 365, PHP, Google Analytics and GoDaddy.

What is Center for Wealth Planning, Inc.'s email format?

Center for Wealth Planning, Inc.'s email format typically follows the pattern of First.Last@lpl.com. Find more Center for Wealth Planning, Inc. email formats with LeadIQ.

When was Center for Wealth Planning, Inc. founded?

Center for Wealth Planning, Inc. was founded in 2005.

Center for Wealth Planning, Inc.

Q: What technology does Center for Wealth Planning, Inc. use?

Center for Wealth Planning, Inc.'s tech stack includes Bootstrap, Office 365, GoDaddy, Glyphicons, Drupal.

Q: What is Center for Wealth Planning, Inc.'s NAICS code?

Center for Wealth Planning, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesMichigan, United States2-10 Employees

Center for Wealth Planning, Inc. operates in the financial services sector, offering resources and support to independent financial advisors to help manage and grow client-centered practices. The firm emphasizes economies of scale across wealth management, compliance, technology, and business development, aiming to enhance advisors’ ability to serve clients with objective, professional advice and high-quality service. Its target market includes financial advisors seeking comprehensive support and the clients they assist, such as families and business owners, enabling these advisors to deliver more efficient and scalable financial planning solutions.