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The Financial Planning Company Employee Directory

Investment ManagementMichigan, United States2-10 Employees

The Financial Planning Company operates as a fee-only registered investment advisor that offers financial planning and investment management services to individuals, families, and small businesses. It emphasizes acting as a fiduciary, prioritizing clients’ interests and providing access to globally diversified portfolios grounded in evidence-based investing principles supported by Nobel Prize–winning research. Based in Royal Oak, Michigan, the firm focuses on delivering low-cost, high-quality investment services and aims to serve 401(k) plans alongside individuals and families. With a small professional team, the company positions itself within the investment management industry by offering objective advice and disciplined portfolio construction tailored to agreed-upon risk and reward factors.

Find The Financial Planning Company employees' phone numbers or email addresses

The Financial Planning Company Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

The Financial Planning Company's Leadership

  • Partner at The Financial Planning Company
    C. C.
    Partner
    Mobile Phone

The Financial Planning Company Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other
  • Banking

Contact profiles from The Financial Planning Company

Name
Title
Contact
Location
Last Update
  • Partner at The Financial Planning Company
    C. C.
    Partner
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is The Financial Planning Company known for?

Minus sign iconPlus sign iconThe Financial Planning Company was founded in 2016 and operates in the Investment Management industry. You can contact The Financial Planning Company's main corporate office by phone at
+1-248-766-****
. Explore The Financial Planning Company's company overview page for more information.

How many employees does The Financial Planning Company have currently?

Minus sign iconPlus sign iconThe Financial Planning Company has approximately 3 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are The Financial Planning Company's key employees and leadership?

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As of September 2026, The Financial Planning Company's key employees include:

  • Partner: C. C.

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