Planning Alternatives

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Trust Score 98%
Trust Score  info_outline

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.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Daniel Eugene Cook
Avg Advisor Trust Score 97
Avg Advisor Years Registered 4
Minimum Investment $0
Average Client Balance $1,246,458
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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