ALPHA PLANNING AND FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$112,753,128
Discretionary
$112,753,128
Non-discretionary
$0
Firm details
- CRD number
- 130842
- SEC file number
- 801-135159
- Main office
- SOLON, OH, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.ALPHAPLANNERS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.