Planning Alternatives Review

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The following automated report was generated using SEC and FINRA data and was last updated on June 1st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Planning Alternatives, registered in 1983, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 11 advisors. Planning Alternatives manages $1.2 billion and provides investment advisory services for 778 clients (1:71 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 13
Minimum Investment No data
Average Client Balance $1,501,421
Total AUM $1.2 billion
Advisor / Client Ratio 1:71
Headquarters Bloomfield Hills, MI
SEC Filings View SEC IAPD CRD #110268
State(s) Registered CA, CO, FL, GA, IL, IN, MA, MI, NC, OH, TX

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*SEC data last verified 06/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.