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Alpha Planning AND Financial Services, Inc.

Headquartered in SOLON, OH

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Firm Information

Alpha Planning AND Financial Services, Inc. is an investment advisory firm that provides financial planning and portfolio management services to individuals. The firm has two licensed agents and manages approximately $58.43 million in assets for 172 clients. They offer educational seminars and help with selecting other advisers.

Alpha Planning AND Financial Services, Inc.

$58.43M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ALPHA PLANNING AND FINANCIAL SERVICES, INC. has a total of 1 branch locations across the country.
location

SOLON, OH

Advisors at Alpha Planning AND Financial Services, Inc.

View All 2 Advisors
Unclaimed
Aaron Royce Simpson

CFP®, CFC®, RA

SOLON, OH

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Unclaimed
John Taylor Goodson

RA

SOLON, OH

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Disclosures

There are no public disclosures for Alpha Planning AND Financial Services, Inc..

Frequently Asked Questions (6)

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