Global Financial Planning Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Global Financial Planning Group reports 235 clients. They include 172 individual clients, 55 high-net-worth individuals, and 8 pension and profit-sharing plans. Of its assets, 83.6% ($113M across 471 accounts) are managed with discretion; $22.2M across 95 accounts are not. A wrap fee program the firm both sponsors and manages holds $113M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 35% |
| High-net-worth individuals | 23% | 57% |
| Pension and profit-sharing plans | 3% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 172 | $47M | 34.8% | $274K |
| High-net-worth individuals | 55 | $77.3M | 57.1% | $1.41M |
| Pension and profit-sharing plans | 8 | $11M | 8.1% | $1.37M |
| Total | 235 | $135M | 100% | $576K |
- Clients
- 172
- Regulatory AUM
- $47M
- AUM share
- 34.8%
- Avg. per client
- $274K
- Clients
- 55
- Regulatory AUM
- $77.3M
- AUM share
- 57.1%
- Avg. per client
- $1.41M
- Clients
- 8
- Regulatory AUM
- $11M
- AUM share
- 8.1%
- Avg. per client
- $1.37M
Total
- Clients
- 235
- Regulatory AUM
- $135M
- AUM share
- 100%
- Avg. per client
- $576K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Global Financial Planning Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is priced at fixed fees from $500 to $2,500, or hourly from $100 to $250; the fee is negotiable and half is paid in advance.
Darryl Duerbusch owns 50% to 75% of Global Financial Planning Group. The leadership team of Global Financial Planning Group includes President David Leszcynski and Chief Compliance Officer Darryl Duerbusch. It has 5 employees, 2 of them in advisory roles.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Global Financial Planning Group, LLC
Darryl Duerbusch
Control person · since September 2002
- Owns 50% to 75% of Global Financial Planning Group, LLC
David Leszcynski
Control person · since September 2002
Global Financial Planning Group’s regulatory assets grew from $126M (April 2025) to $135M (July 2026); clients fell from 257 to 235 and employees from 7 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $135M | 235 | 5 | 1 |
| Apr 2025April 2025 | $126M | 257 | 7 | 1 |
Besides its headquarters, Global Financial Planning Group has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 900 Wilshire Drive, Suite 385, TroyHQ
Contact and registration details
- Legal name
- Global Financial Planning Group, LLC
- Headquarters
- 900 Wilshire Drive, Suite 385, Troy, MI 48084
- Website
- gfpgroup.com
- Phone
- 248-643-4820
- SEC file
- 801-132883
- Structure
- Michigan LLC
- Fiscal year end
- December
Global Financial Planning Group’s named custodians for separately managed accounts are Charles Schwab ($86.6M, 77%) and LPL Financial ($26.6M, 23%). Global Financial Planning Group does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $26.6M23%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $86.6M77%
At year end, Global Financial Planning Group’s separately managed accounts were mostly in funds (86%) and cash (14%).
What the accounts hold
- Funds86%
- Pooled vehicles46%
- Registered funds40%
- Cash14%
How many clients does Global Financial Planning Group have?
Global Financial Planning Group has 235 clients and manages $135 million for them, as of July 2026. They include 172 individual clients, 55 high-net-worth individuals, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Global Financial Planning Group offer?
Global Financial Planning Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Global Financial Planning Group use?
Global Financial Planning Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $86.6M and LPL Financial LLC (Boston, MA), with $26.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026
How many financial advisors does Global Financial Planning Group have?
Global Financial Planning Group has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Global Financial Planning Group invest in?
At the end of its last fiscal year, Global Financial Planning Group’s separately managed accounts held 46% pooled vehicles (private funds and similar), 40% registered funds (mutual funds, ETFs, BDCs) and 14% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Global Financial Planning Group?
Global Financial Planning Group’s direct owners are Darryl Duerbusch (50% to 75%) and David Leszcynski (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Global Financial Planning Group get paid?
Global Financial Planning Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Global Financial Planning Group?
Global Financial Planning Group’s main office is at 900 Wilshire Drive, Suite 385, Troy, MI 48084. Its phone number is 248-643-4820. Its website is gfpgroup.com.
