PLANNING ALTERNATIVES LTD
Firm details
- Headquarters
- Birmingham, Michigan
- CRD number
- 110268
- Registered since
- February 2, 1983
- Website
- planningalt.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.07%
- Individuals9.06%
- Corporations / Businesses1.79%
- Pension & Profit Sharing Plans1.52%
- Charitable Organizations0.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Planning Alternatives Ltd is an independent, SEC-registered RIA (registered since 1983) run as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee mix includes percentage-of-AUM billing plus hourly and fixed-fee arrangements. Planning Alternatives identifies as a capital allocator and reports no active ESG investing program. Its ADV indicates it is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities5%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
1 of 1ANDREW WARNING
Chief Compliance OfficerCRD 3211861
Contacts
3 of 9Kent Golightly
Wealth AdvisorCRD 7169662
TIMOTHY HANNA
Director of InvestmentsCRD 6062756
NATHAN MERSEREAU
PresidentCRD 2451746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$711M in ETFs
99%
$705M
<1%
$6.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $271M | 415,589 | 38.18% |
Location
Birmingham, MI
OAKLAND
Location
Birmingham, MI
Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 255 S Old Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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