{"url":"https://nivawealth.com/firms/global-financial-planning-group-114803","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/114803","regulatoryAum":135341018,"crd":"114803","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2836613","suffix":null,"lastName":"DUERBUSCH","firstName":"DARRYL","middleName":"GREGORY"},{"crd":"2913686","suffix":null,"lastName":"LESZCYNSKI","firstName":"DAVID","middleName":"BRIAN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-04-29","regulatoryAum":125636414,"clients":257,"employees":7,"offices":1},{"filedOn":"2026-07-16","regulatoryAum":135341018,"clients":235,"employees":5,"offices":1}],"secFileNumber":"801-132883","legalName":"Global Financial Planning Group, LLC","displayName":"Global Financial Planning Group","slug":"global-financial-planning-group-114803","website":"https://gfpgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Michigan limited liability company","fiscalYearEnd":"December","headquarters":{"street":"900 Wilshire Drive, Suite 385","city":"Troy","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48084"},"tradeNames":[],"registration":{"secApproved":"30 May 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":547898.4669603524,"staff":{"employees":5,"advisory":2,"brokerDealerReps":2,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":135341018,"discretionary":113134536,"discretionaryAccounts":471,"nonDiscretionary":22206482,"nonDiscretionaryAccounts":95,"wrapProgram":113150670,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":172,"regulatoryAum":47042324},{"label":"High-net-worth individuals","clients":55,"regulatoryAum":77330628},{"label":"Pension and profit-sharing plans","clients":8,"regulatoryAum":10968066}],"feePrograms":[{"role":"other","program":"Financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010339","versionId":1010339,"submittedOn":"2026-02-19","documentName":"GLOBAL FINANCIAL PLANNING GROUP, LLC ADV BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:19:07.321033+00:00","documents":[{"name":"GLOBAL FINANCIAL PLANNING GROUP, LLC ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010339","versionId":1010339,"submittedOn":"2026-02-19"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010340","versionId":1010340,"submittedOn":null}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Boston, MA","smaAssets":26561232},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":86573304}],"custodyNote":"Global Financial Planning Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"David Leszcynski","title":"Vice President","crd":"2913686"},{"name":"Darryl Duerbusch","title":"CEO/Chief Compliance Officer","crd":"2836613"}],"ownership":[{"label":"Darryl Duerbusch","detail":"Ceo/chief compliance officer in the 50% to 75% ownership band and a control person, since September 2002."},{"label":"David Leszcynski","detail":"Vice president in the 50% to 75% ownership band and a control person, since September 2002."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"900 Wilshire Drive, Suite 385","city":"Troy","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-643-4820","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":40},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":46},{"label":"Cash and cash equivalents","percent":14}],"privateFunds":0},"sources":{"adv1FilingDate":"16 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/114803/PDF/114803.pdf","brochureDate":"19 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010339","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Global Financial Planning Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Global Financial Planning Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Global Financial Planning Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Global Financial Planning Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Global Financial Planning Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Global Financial Planning Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Global Financial Planning Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Global Financial Planning Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}