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Contemporary Planning Alternatives
Contemporary Planning Alternatives is a state-registered investment adviser. The firm manages approximately $30 million in regulatory assets.
Overview
Contemporary Planning Alternatives is a state-registered investment adviser. The firm manages approximately $30 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Who founded Contemporary Planning Alternatives, and who runs it today?
The firm has not disclosed its founder, ownership structure, or any named principals. In deep-privacy advisory practices, the founding advisor is often the sole decision-maker, and succession planning, if any, remains invisible to outsiders.
Does Contemporary Planning Alternatives disclose its assets under management or client count?
No. The firm has not published an AUM figure in any regulatory filing, industry database, or public communication. Advisors operating entirely by referral are not obligated to disclose AUM if they manage assets beneath standard reporting thresholds or operate through a carve-out arrangement.
How does Contemporary Planning Alternatives source its clients?
Given the total absence of a website, social media presence, or public relations activity, the firm almost certainly relies on personal networks and client referrals. This is the standard pattern for boutique wealth and tax planners serving a concentrated, often local, high-net-worth clientele.
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