← Tributary

GLOBAL FINANCIAL PLANNING GROUP, LLC

TROY, MI · CRD 114803 · IAPD ↗ · gfpgroup.com · 248-643-4820

$135.3MRegulatory AUM
2Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
August 2026 — GLOBAL FINANCIAL PLANNING GROUP, LLC notice-filed in IL, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — GLOBAL FINANCIAL PLANNING GROUP, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
June 2025 — GLOBAL FINANCIAL PLANNING GROUP, LLC (TROY, MI) is newly SEC-registered with $125.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.