David Tutak
Planning Alternatives · Birmingham, Michigan
David Tutak is a fee-only financial advisor at Planning Alternatives in Birmingham, Michigan, who holds the CFA credential. Planning Alternatives reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Planning Alternatives |
|---|---|
| Based in | Birmingham, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.54B across 693 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MI · CRD 6695813 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/day-in-a-canoe-podcast/id1376400571https:/ |
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Questions about David
Is David Tutak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Planning Alternatives reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Planning Alternatives, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Tutak based?
David Tutak is based in Birmingham, Michigan.
What credentials does David Tutak hold?
David Tutak holds the CFA credential.
Is David Tutak registered with the SEC?
Yes. David Tutak is registered as an investment adviser representative in MI (CRD 6695813), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Planning Alternatives manage?
Planning Alternatives reports $1.54B across 693 accounts in assets under management.
How do I contact David Tutak?
Through David's website, podcasts.apple.com/us/podcast/day-in-a-canoe-podcast/id1376400571https:/.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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