Alpha Planning and Financial Services, Inc.

Overview

Alpha Planning and Financial Services, Inc. is an independent, corporation-form wealth-adviser that is SEC-registered (2026) and owner-operated. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that selects third-party managers as part of its offering. Its advisory services center on comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements vary across percentage-of-AUM, hourly, and fixed-fee models. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives