Alpha Planning and Financial Services, Inc. is an investment management firm that helps clients build, manage, and preserve their wealth. They specialize in retirement investing and income generation. Alpha Planning manages accounts on a discretionary basis, allocating assets among various investments based on the client's individual needs and goals. They also offer standalone financial planning services, separate from investment management, covering areas like estate, tax, charitable giving, and cash flow.
Fee Structure
Alpha Planning charges a fee based on a percentage of the value of your portfolio. The specific fee is outlined in your investment advisory agreement, but will not exceed 2.00% annually. The fee is calculated based on the average daily balance of your account and is billed monthly at the end of the billing period. At Alpha Planning's discretion, they may combine asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.