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Planning Alternatives Information

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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
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 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies

Planning Alternatives Questions

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

Nathan Mersereau is the President of Planning Alternatives.

19 people are employed at Planning Alternatives.

Planning Alternatives is based in Birmingham, Michigan.

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

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

Top Planning Alternatives Employees

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