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PLANNING ALTERNATIVES LTD
CRD 110268 · SEC 801-18310
255 SOUTH OLD WOODWARD AVE., SUITE 310, BIRMINGHAM, MI, 48009-6615, United States
Phone
248-645-1520
Fax
248-645-2661
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$1.54B
Team
20 total employees; 9 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 345 | $139.6M |
| High net worth individuals | 324 | $1.34B |
| Pension/profit sharing plans | 8 | $23.4M |
| Charitable organizations | 3 | $8.7M |
| Corporations/business entities | 13 | $27.5M |
States served
AZ, CA, CO, GA, IL, MA, MI, NE, NC, OH, OR, VA, WY, WA, TX, NH, FL
All web addresses on file
- https://podcasts.apple.com/us/podcast/day-in-a-canoe-podcast/id1376400571https://
- https://www.facebook.com/Day-in-a-Canoe-109945134866300
- https://www.youtube.com/channel/UCeLQ7fPeKomf2Qwn5_57qHg
- https://planningalt.com/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PLANNING-ALTERNATIVES
- HTTPS://WWW.FACEBOOK.COM/PLANNINGALTERNATIVES/
- https://www.instagram.com/dayinacanoe/
- https://www.youtube.com/channel/UCzFcbitpCLSqIuE_R9Mq60Q
- https://www.tiktok.com/@dayinacanoe
- https://open.spotify.com/show/2WQguGZ0SagVp3mzmEk9rL?si=537d20660317481c&nd=1
Official SEC filing: View on IAPD