# PLANNING ALTERNATIVES LTD

PLANNING ALTERNATIVES LTD of BIRMINGHAM, MI is an SEC-registered investment adviser.

## Registration

- CRD: 110268
- Type: SEC-registered investment adviser
- SEC file number: 801-18310
- Location: 255 SOUTH OLD WOODWARD AVE., SUITE 310, BIRMINGHAM, MI, 48009-6615
- Phone: 248-645-1520
- Latest filing: 2026-03-25
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Clients: 20
- Accounts: 693

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Andrew S Warning | CHIEF COMPLIANCE OFFICER | — |
| Nathan Mark Mersereau | PRESIDENT | — |
| SHAW EDWIN BAKER | CEO/PRESIDENT/CFO; PRESIDENT; SECRETARY (+2 more) | — |
| VANOVER WILLIAM HENRY | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/SECRETARY; CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY; SECRETARY | — |
| DIMITROFF MARILYN CAPELLI | VICE PRESIDENT | — |
| MERSEREAU NATHAN MARK | PRESIDENT; PRESIDENT & TREASURER; TREASURER | — |
| COOK ALAN EUGENE | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; SECRETARY | — |
| WARNING ANDREW S | CHIEF COMPLIANCE OFFICER | — |
| SCHMIDTKE MICHAEL D | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER/TREASURER | — |
| Affatato Florence Anne | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER; SECRETARY | — |
| GOMEZ STACEY MARIE | TREASURER | — |
| AFFATATO FLORENCE | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER; SECRETARY | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NAPLES | FL | 1 | 239-799-4632 |
| JACKSON | WY | 1 | 307-200-7576 |
| NAPLES | FL | 1 | 239-799-4632 |
| JACKSON | WY | 1 | 307-200-7576 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110268/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110268/similar
- Related entities: https://search.stillhousedata.com/firm/110268/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110268

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.