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PLANNING ALTERNATIVES LTD
CRD 110268File 801-18310
APPROVED
Retail clients
Custody
Filing as of Aug 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.54B
Above cohort median (national)
Discretionary AUM
$1.54B
Clients
693
693 accounts
Employees
20
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 2, 1983
- Principal office
- 255 SOUTH OLD WOODWARD AVE., SUITE 310, BIRMINGHAM, MI, 48009-6615
- Phone
- 248-645-1520
- Website
- https://planningalt.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.54B
- Discretionary AUM
- $1.54B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 693
- Non-discretionary accounts
- 0
- Total accounts
- 693
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $27.5M |
| Charitable organizations | Fewer than 5 | $8.7M |
| High net worth individuals | 324 | $1.34B |
| Pension and profit sharing plans | 8 | $23.4M |
| Individuals (other than high net worth individuals) | 345 | $139.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 24 | 20 | decreased by4 |
| Apr 1, 2026 | Clients | 683 | 693 | increased by10 |
| Apr 1, 2026 | AUM | $1,283,122,581 | $1,541,372,016 | increased by$258,249,435 |
| Apr 1, 2026 | Accounts | 683 | 693 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 24 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 669 | 683 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,219,942,741 | $1,283,122,581 | increased by$63,179,840 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 669 | 683 | increased by14 |
| Apr 1, 2022 | Employees | 24 | 25 | increased by1 |
| Apr 1, 2022 | Clients | 685 | 669 | decreased by16 |
| Apr 1, 2022 | AUM | $1,086,626,640 | $1,219,942,741 | increased by$133,316,101 |
| Apr 1, 2022 | Accounts | 685 | 669 | decreased by16 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PLANNING ALTERNATIVES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PLANNING ALTERNATIVES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.