Planning Alternatives Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Birmingham, MI. Its latest Form ADV filing, dated March 25, 2026, reports $1.5B in regulatory assets under management, 20 employees, 2 offices, and 693 accounts.
Assets Under Management
$1.5B
Employees
20
Offices
2 offices
Total Clients
693
Primary office
BIRMINGHAM, MI
255 SOUTH OLD WOODWARD AVE., SUITE 310, BIRMINGHAM, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.8% of total clients.
Top client categories% of clientsClients
1
Individuals
49.8%
345
2
HNWI
46.8%
324
3
Corporations
1.9%
13
4
Pension Plans
1.2%
8
5
Charitable
0.4%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 25, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts693
10Y AUM Change+$540M (+53.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee35:1
10Y Employee Change+1 (+5.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.