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
Alpha Planning And Financial Services, Inc.
By the Numbers
-
Total Assets Under Management58MILLION
-
Total Number of Accounts369ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH
Financial Advisors at Alpha Planning And Financial Services, Inc.
1
Aaron Simpson (CRD# 6950543) is an Investment Advisor Representative working at Alpha Planning And Financial Services, Inc. in Solon, OH and has over 6 years of experience in the finance industry.
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