This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-02-1983
- Office Locations
- 4
Office Locations
About Planning Alternatives LTD
Planning Alternatives is a fee-only fiduciary RIA providing financial planning and wealth/legacy management with a human-centered, values-based approach. The firm supports clients such as business owners and entrepreneurs with planning, tax/estate coordination, portfolio construction and asset-allocation–driven investing across mutual funds and ETFs. Differentiator: its “True Wealth” assessments/archetypes to align money decisions with goals and impact; operates on platforms like Tamarac/eMoney.
Reported data analysis
What the numbers show
Between July 15, 2025 and March 25, 2026, reported AUM increased 20.1%, from $1.3B to $1.5B.
Across 5 reported observations, AUM increased 26.3% between September 14, 2022 and March 25, 2026, from $1.2B to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 693 clients, or 77 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 4 reported office locations and 43 years in operation. The source data was last updated on March 25, 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 Planning Alternatives LTD's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Planning Alternatives LTD record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NATHAN MARK MERSEREAU
Certified Financial Planner, President
- CRD
- #2451746
- Ownership
- 75% or more
ANDREW S WARNING
Chief Compliance Officer
- CRD
- #3211861
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
HEATHER ELIZABETH FULTON
Senior Wealth Advisor
- CRD
- #6343809
KENT W. GOLIGHTLY
Wealth Advisor
- CRD
- #7169662
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,541,372,016 | $2,224,202 |
| Non-Discretionary | $0 | -- |
| Total | $1,541,372,016 | $2,224,202 |
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
Planning Alternatives LTD has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Planning Alternatives LTD's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing