This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-30-1997
- Office Locations
- 1
Office Locations
About Contemporary Planning Alternatives
Planning Alternatives is a fee-only, fiduciary advisory firm providing financial planning and wealth management with a values- and legacy-focused, human-centered approach, including its “True Wealth” assessments. Retail-focused clients receive portfolio construction and ongoing asset management using a mix of ETFs, mutual funds, and fixed income, alongside planning support such as tax, estate, insurance, and business succession. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on May 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Contemporary Planning Alternatives's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Contemporary Planning Alternatives record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD WAYNE DEAN
Investment Adviser, Owner
- CRD
- #2530991
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,007,186 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,007,186 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Contemporary Planning Alternatives has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing