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 registered investment adviser that has been SEC-registered since 1983 and is owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly billing, and fixed fees. The firm is identified as a capital allocator, and filings indicate it is not an active ESG investor.
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 1
Andrew Warning
Chief Compliance OfficerCRD 3211861
Contacts
3 of 10
Kent Golightly
Wealth AdvisorCRD 7169662
Heather Fulton
Senior Wealth AdvisorCRD 6343809
Gary Rosenberg
SolicitorCRD 1030275
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$1.7B in ETFs
99%
$1.6B
<1%
$13.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $311M | 415,929 | 18.77% |
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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