Jackson, WY Office
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Planning Alternatives Ltd
Team
Firm-wide stats for Planning Alternatives Ltd
About
Planning Alternatives Ltd. provides wealth management, financial planning and investment management to a mix of individual clients (including high-net-worth individuals), qualified retirement plans, trusts, charitable institutions, foundations and business entities. The firm also offers Family Office services under a separate agreement and provides ongoing advisory oversight and consulting alongside portfolio management.
The firm’s investment approach is grounded in Modern Portfolio Theory, implementing globally diversified, risk‑based portfolios across equities, fixed income and alternative strategies using mutual funds, ETFs, ETNs and individual securities while emphasizing low‑cost solutions. Research combines fundamental and technical analysis, and an Investment Committee meets regularly to review allocations and execute aggregated trades consistent with client investment policy statements.
Distinctive aspects include serving as an ERISA fiduciary and acting as a Section 3(38) investment manager for qualified retirement plans, which transfers discretionary investment‑selection responsibility to the firm. Planning Alternatives also discloses all‑inclusive advisory billing for combined planning and management services, offers Family Office coordination with a retainer structure, and does not vote client proxies (custodians send proxy materials directly to clients).
Based on Planning Alternatives Ltd
Expertise
Based on Planning Alternatives Ltd
Location
50 W Broadway Suite 103
Jackson WY 83001
Advisors at this office
2
Advisors at this office
Bradley I
CFP®
Jackson, WY
Planning Alternatives Ltd
Bradley Improta is a CFP® affiliated with Planning Alternatives Ltd and has been in the financial industry since 2024. Prior to joining the firm, he worked at StreetAccount (FactSet) and Two Ocean Builders. He is based in Jackson, WY. Planning Alternatives Ltd. offers wealth management, financial planning, and investment management services to individuals, retirement plans, trusts, charitable institutions, foundations, and businesses. The firm employs a Modern Portfolio Theory approach with diversified, risk-based portfolios and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.
Heather F
CFP®, Series 65, Series 66
Jackson, WY
Planning Alternatives Ltd
Heather Fulton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Planning Alternatives Ltd. Her prior roles include positions at Wells Fargo Clearing, US Bank, and Fisher Investments. Planning Alternatives Ltd. offers wealth management, financial planning, and investment management services to individuals, retirement plans, trusts, charitable institutions, foundations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-based portfolios and provides Family Office services and fiduciary management for qualified retirement plans.
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