Thomas Graney is a CFP-designated registered investment advisor at Planning Alternatives LTD, based in Naples, FL, with 35 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 693 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees are billed quarterly in arrears based on end-of-quarter account values. Family member house-holding of tiered billing rates is available. Fees are negotiable under certain circumstances.
Fee Estimator
Location
405 5th Ave S Suite 7E, Naples, FL, 34102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Planning Alternatives LTD
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Hibbard Brown & CO., INC.Broker
Baring & BrownBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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