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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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CRM
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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
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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 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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