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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- 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.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RICHARD WAYNE DEAN
Investment Adviser, Owner
- CRD
- #2530991
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,007,186 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,007,186 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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