Planning Alternatives Review


Trust Score 98%
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Last updated: July 21st, 2019. Data source: SEC filings.

Planning Alternatives, federally registered in 1983, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 16 advisors. Planning Alternatives manages $1.0 billion and provides investment advisory services for 816 clients (1:51 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $1,246,458
Hybrid Advisor No
Disciplinary History No
Total AUM $1.0 billion
Advisor / Client Ratio 1:51
Headquarters Bloomfield Hills, MI
SEC Filings Forms and Brochures    (CRD # 110268)
State(s) Registered CA, CO, FL, GA, IL, IN, MA, MI, NC, OH, TX


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