Gary Rosenberg
Planning Alternatives · Birmingham, Michigan
Gary Rosenberg is a fee-only financial advisor at Planning Alternatives in Birmingham, Michigan, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in MI · CRD 1030275 |
| Exams passed | Series 63 (1982) |
| 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 Gary
Is Gary Rosenberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary 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 Gary charge for financial advice?
Gary's firm, Planning Alternatives, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gary Rosenberg based?
Gary Rosenberg is based in Birmingham, Michigan.
What credentials does Gary Rosenberg hold?
Gary Rosenberg holds the CFP credential.
Is Gary Rosenberg registered with the SEC?
Yes. Gary Rosenberg is registered as an investment adviser representative in MI (CRD 1030275), 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 Gary Rosenberg?
Through Gary'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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