Alpha Planning And Financial Services, Inc.

Alpha Planning And Financial Services, Inc. (CRD# 130842) is a financial advisory firm headquartered in Solon, OH. They manage $58,430,557 in 369 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6325 Cochran Rd., Suite 5, Solon, OH 44139
http://www.alphaplanners.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    369
    ACCOUNTS
  • Average Account Value
    $158,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Alpha Planning And Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Aaron Simpson, financial advisor Solon OH
Aaron R. Simpson
CRD#: 6950543
6325 Cochran Rd., Suite 5, Solon, OH 44139

Aaron Simpson (CRD# 6950543) is an Investment Advisor Representative working at Alpha Planning And Financial Services, Inc. in Solon, OH and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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