Contemporary Planning Alternatives
Firm details
- Headquarters
- ,
- CRD number
- 126834
- Custodians
- CONTEMPORARY PLANNING ALTERNATIVES
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities45%
- Exchange Traded Equities23%
- Cash & Cash Equivalents21%
- Investment Grade Corp Bonds7%
- US Government Bonds2%
Contacts
1 of 1Richard Dean
OwnerCRD 2530991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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