Contemporary Planning Alternatives

Overview

Contemporary Planning Alternatives is a sole proprietorship operating as an independent registered investment advisor focused on individual and family clients. The firm provides fee-based portfolio management services — primarily charging a percentage of assets under management — and explicitly lists portfolio management for individuals and small businesses as its core advisory activity. It is organized under individual ownership rather than as a multi-adviser or institutional capital allocator and does not identify as an active ESG investor, pension consultant, related adviser, or a multi-state adviser.

Assets & Accounts

Investments & Alternatives