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ALPHA PLANNING AND FINANCIAL SERVICES, INC.
CRD 130842 · SEC 801-135159
31005 BAINBRIDGE ROAD, SUITE 6, SOLON, OH, 44139, United States
Phone
440-519-0300
Fax
440-519-0331
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$112.8M
Discretionary AUM
$112.8M
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $59.2M |
| High net worth individuals | 26 | $52.6M |
| Pension/profit sharing plans | 4 | $961K |
States served
OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD