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 organized as a corporation and SEC-registered since 1983. The firm is individually owned and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management as well as hourly charges and fixed fees. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related 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 1
Andrew Warning
Chief Compliance OfficerCRD 3211861
Contacts
3 of 9
Kent 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 42Active vs passive
$840M in ETFs
99%
$833M
<1%
$6.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $311M | 415,929 | 37.08% |
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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