ALPHA PLANNING AND FINANCIAL SERVICES, INC.
  • ALPHA PLANNING AND FINANCIAL SERVICES, INC.
  • ALPHA PLANNERS, INC.
  • LEGACY WEALTH PARTNERS, INC.

Adviser Profile

As of Date 09/04/2026
Registration SEC, Approved, 01/15/2026
Other registrations (11)
Former registrations

ALPHA PLANNING AND FINANCIAL SERVICES, INC.

ADV Location SOLON, OH, United States
Contact Info 440 xxxxxxx
Websites
AUM* 112,753,128
of that, discretionary 112,753,128
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 195,075
% High Net Worth 11.71%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

113M 97M 81M 64M 48M 32M 16M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees