← Tributary

PLANNING ALTERNATIVES LTD

BIRMINGHAM, MI · CRD 110268 · IAPD ↗ · 248-645-1520

$1.54BRegulatory AUM
9Advisory reps
20Employees
0Clients
More than 500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2025 — PLANNING ALTERNATIVES LTD notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — PLANNING ALTERNATIVES LTD notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2025 — PLANNING ALTERNATIVES LTD grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2024 — PLANNING ALTERNATIVES LTD notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
October 2024 — PLANNING ALTERNATIVES LTD notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — PLANNING ALTERNATIVES LTD shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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