Contemporary Planning Alternatives

Contemporary Planning Alternatives (CRD# 126834) is a financial advisory firm headquartered in , . They manage $29,870,000 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $466,719
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Contemporary Planning Alternatives
Showing 1 - 1 of 1 top financial advisors.
1
Richard Dean, financial advisor Camarillo CA
Richard W. Dean
CRD#: 2530991
Camarillo, CA

Richard Dean (CRD# 2530991) is an Investment Advisor Representative working at Contemporary Planning Alternatives in Camarillo, CA and has over 29 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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