Planning Alternatives Information

View Top Employees from Planning Alternatives

Planning Alternatives is an independent wealth management firm that has served clients since 1983. Our clients value objectivity, personalized service and our unwavering commitment to serving their best interests. Contact us today to discover how we can help you make smart decisions with your wealth.

Website	http://www.planningalt.com
Revenue	$5.4 million
Employees	32 (19 on RocketReach)
Founded	1982
Address	255 S Old Woodward Ave 310, Birmingham, Michigan 48009, US
Phone	+1 800-645-1710
Fax	(248) 645-2661
Technologies	JavaScript , HTML , Twitter +23 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Fiduciary Advisor, Wealth Management, Fee-Only Advisor, Financial Planning, Investment Management, Personalized Financial Planning, Retirement Planning, Estate Planning, Portfolio Management, Financial Advisor, Wealth Advisor, Investment Advisor, Financial Consultant, Retirement Advisor, Estate Consultant, Tax Planning, Insurance Planning, Long-Term Care Planning, Chartered Financial Analyst, Certified Financial Planner
Competitors	WSP, Jacobs, AECOM, HDR, Stantec, Tetra Tech, Gensler, Kleinfelder, Perkins Eastman, Sasaki +37 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies

Planning Alternatives Questions

What is the annual revenue of Planning Alternatives?

The Planning Alternatives annual revenue was $5.4 million in 2026.

Who is the President of Planning Alternatives?

Nathan Mersereau is the President of Planning Alternatives.

How many people are employed at Planning Alternatives?

19 people are employed at Planning Alternatives.

Where is Planning Alternatives based?

Planning Alternatives is based in Birmingham, Michigan.

What is the NAICS code for Planning Alternatives?

The NAICS codes for Planning Alternatives are [52393, 5239, 52, 523].

What is the SIC code for Planning Alternatives?

The SIC codes for Planning Alternatives are [62, 628].

Top Planning Alternatives Employees

Nathan Mersereau

President at Planning Alternatives

United States
2
- planningalt.com
- hotmail.com
2
- +1 248-645-XXXX
- +1 734-525-XXXX
Ed Shaw

Co-founder, Wealth Advisor at Planning Alternatives

Bloomfield Hills, MI, US
2
- gmail.com
- hotmail.com
4
- +1 248-540-XXXX
- +1 248-645-XXXX
- +1 248-302-XXXX
- +1 248-723-XXXX
Lisette Nelson

Director of Operations at Planning Alternatives

Detroit, MI, US
2
- yahoo.com
- planningalt.com
2
- +1 734-680-XXXX
- +1 248-642-XXXX
Timothy Hanna

Director of Investments at Planning Alternatives

Detroit, MI, US
4
- gmail.com
- yahoo.com
- aol.com
- planningalt.com
Kent Golightly

Senior Wealth Advisor at Planning Alternatives

Detroit, MI, US
1
- planningalt.com
2
- +1 248-921-XXXX
- +1 248-437-XXXX
Stacey Gomez

Wealth Advisor at Planning Alternatives

Bloomfield Hills, MI, US
1
- planningalt.com
4
- +1 248-645-XXXX
- +1 810-813-XXXX
- +1 810-287-XXXX
- +1 810-714-XXXX
Cindy Oliver

Certified Financial Planner at Planning Alternatives

Bloomfield Hills, MI, US
2
- planningalt.com
- hotmail.com
4
- +1 248-255-XXXX
- +1 248-885-XXXX
- +1 248-645-XXXX
- +1 248-647-XXXX
Tom G.

Senior Wealth Advisor at Planning Alternatives

Naples, FL, US
1
- gmail.com
Heather Fulton

Senior Wealth Advisor at Planning Alternatives

Jackson, WY, US
1
- planningalt.com
5
- +1 314-265-XXXX
- +1 360-835-XXXX
- +1 360-693-XXXX
- +1 314-478-XXXX
- +1 314-213-XXXX
Trevor Sibel

Investment Analyst and Trader at Planning Alternatives

Royal Oak, MI, US
1
- sbcglobal.net
2
- +1 313-937-XXXX
- +1 313-953-XXXX