Central Park Financial Planning Llc
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ADV data as of Jan 21, 2026
- Regulatory AUM
- $9.6M
- Discretionary
- $0
- Clients
- 8
- Avg AUM / client
- $1.2M
- Accounts
- 11
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $320K | 3.33% |
| High net worth individuals | 8 | $9.3M | 96.7% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/21/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Tiaa Cref Individual & Institutional Services, Llc $5.2M (54% of AUM) Jan 2026
- Charles Schwab & Co. $210K (2% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 21, 2026.
View current Form ADV (SEC/IAPD) ↗