Ranked #15 in Chicago
The Planning Center
Directory information score: 36/100
Chicago Fee-Only Financial Planning Firm
Profile updated May 2, 2026
Need an accounting firm in the Chicago area? The Planning Center can be reached at 3126644090 or via their website for consultations.
Directory information score for The Planning Center
Fixed points summarize recorded information, not service quality. Missing data adds no points and may explain a lower score. Listed credentials and press mentions are not independently verified by this score.
- Public rating
- N/A/5 → 0 / 35 points
- Review Volume
- 0 reviews → 0 / 20 points
- Listed credentials
- CPA, EA, CFP, MBA → 5 / 5 points
- Listed press mentions
- 5 mentions → 0 / 3 points
- Web Presence
- 20 / 20 points
- Recorded history
- N/A → 0 / 2 points
- Profile information
- 11 / 15 points
Key facts
- Based in
- Chicago, IL
- Address
- 303 W Erie St Ste 311
- Website
- https://www.theplanningcenter.com/location/chicago-il-financial-planners/
- Phone
- 3126644090
- clientservices@theplanningcenter.com
- Certifications
- CPA
- EA
- CFP
- MBA
Press mentions
Frequently asked questions
- What is The Planning Center's ranking among CPAs in Chicago?
- The Planning Center is ranked #15 in Chicago with a Directory information score of 36/100. This score is based on recorded public reviews, listed credentials, press recognition, web presence, and experience.
- What services does The Planning Center offer?
- The Planning Center's specific services are not yet catalogued in our directory. Review the firm's website at https://www.theplanningcenter.com/location/chicago-il-financial-planners/ or contact the firm directly for their current service offerings.
- What credentials does The Planning Center hold?
- The Planning Center holds the following credentials: CPA, EA, CFP, MBA. These are recorded profile claims. Confirm current standing with the relevant professional registry.
- Where is The Planning Center located and what areas do they serve?
- The Planning Center is based in Chicago, IL. Their broader service area is not published; confirm with the firm before engaging for work outside the metro.
- How do I contact The Planning Center?
- To engage The Planning Center: Visit https://www.theplanningcenter.com/location/chicago-il-financial-planners/ to review their services, or call 3126644090, or email clientservices@theplanningcenter.com. Most firms ask about the scope of services needed, timeline, and budget range before scheduling a consultation.