Planning Alternatives Ltd
Birmingham, MI·SEC-registered · CRD #110268
Planning Alternatives Ltd is an SEC-registered investment advisory firm in Birmingham, MI managing $1.5B across 693 client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
693
Advisory staff
9
Fee model
Fee-based
How Planning Alternatives Ltd is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Planning Alternatives Ltd
How much does Planning Alternatives Ltd manage?
Per its most recent SEC Form ADV filing (03/25/2026), Planning Alternatives Ltd reports $1.5B in regulatory assets under management across roughly 693 client accounts.
How does Planning Alternatives Ltd charge?
Planning Alternatives Ltd is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Planning Alternatives Ltd a fiduciary?
Yes. Planning Alternatives Ltd is registered with the U.S. Securities and Exchange Commission (CRD #110268), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Planning Alternatives Ltd taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Planning Alternatives Ltd and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Planning Alternatives Ltd's public SEC Form ADV filing (CRD #110268, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Planning Alternatives Ltd. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Planning Alternatives Ltd? Claim this profile.