# Core Financial Planning

Core Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 149293
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149293

## About

CORE FINANCIAL PLANNING is a state-registered investment adviser based in Bloomfield Hills, MI. It has one employee and one investment adviser.

## Questions

### Who runs investment decisions at Core Financial Planning?

No named principals or investment committee members are identified in any public record. The firm does not maintain a professional team list on any accessible platform.

### How does Core Financial Planning source proprietary deal flow?

There is no public evidence of how the firm sources investments. Without a website or media coverage, its sourcing methods remain unknown.

### Does Core Financial Planning participate in fund commitments or only direct deals?

No public data exists on whether the firm makes fund commitments or direct investments. Its investment activity has not been reported by any source.

### What investment stages does Core Financial Planning typically target?

No information is available regarding investment stages. The firm's strategy is not documented in any public communication or third-party database.

## Related profiles

- [MIFI WEALTH, LLC](https://altss.com/profile/mifi-wealth-llc)

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Last updated: 2026-07-06T01:24:14.597Z

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