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FINANCIAL ALTERNATIVES, INC.

LA JOLLA, CA · CRD 108245 · IAPD ↗ · 858-459-8289

$614.8MRegulatory AUM
7Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — FINANCIAL ALTERNATIVES, INC. grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2024 — FINANCIAL ALTERNATIVES, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — FINANCIAL ALTERNATIVES, INC. crossed $500M in regulatory AUM ($459.0M -> $507.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.