A complete list of active advisors currently associated with Planning Alternatives Ltd
Warmer can help you find a great advisor at Planning Alternatives Ltd or one who fits your needs even better.
Planning Alternatives, Ltd. provides combined financial planning, investment management, and advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, foundations, and business entities. The firm manages client assets on discretionary and nondiscretionary bases and offers retirement-plan consulting, including guidance on rollovers and transfers. The firm constructs risk-based portfolios grounded in Modern Portfolio Theory, emphasizing global diversification and cost-conscious implementation through mutual funds, ETFs, individual securities, and occasional third‑party managers. Investment decisions are governed by an investment policy statement and a standing Investment Committee, with regular account reviews and quarterly monitoring of managed accounts. Planning Alternatives is notable for managing over $1.5 billion in client assets with a nine-advisor team and for serving as a 3(38) investment manager for ERISA plans, which shifts investment‑selection fiduciary responsibility to the firm for those qualified plans. It charges an all‑inclusive wealth management fee that combines planning and portfolio management, uses custodial data feeds for plan clients, and delegates proxy voting to clients rather than voting securities on their behalf.
To learn more about the advisors currently working at Planning Alternatives Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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