Stacey Gomez
Planning Alternatives · Birmingham, Michigan
Stacey Gomez is a fee-only financial advisor at Planning Alternatives in Birmingham, Michigan. Planning Alternatives reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Stacey →
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 |
| SEC registration | Investment adviser representative in MI · CRD 2883903 |
| Exams passed | Series 63 (1997) · Series 65 (2010) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/day-in-a-canoe-podcast/id1376400571https:/ |
| Profile |
Request an introduction to Stacey
Tell Stacey a little about what you're looking for. Stacey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stacey
Is Stacey Gomez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stacey 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 Stacey charge for financial advice?
Stacey's firm, Planning Alternatives, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stacey Gomez based?
Stacey Gomez is based in Birmingham, Michigan.
Is Stacey Gomez registered with the SEC?
Yes. Stacey Gomez is registered as an investment adviser representative in MI (CRD 2883903), 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 Stacey Gomez?
Through Stacey'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.
See something wrong? Request a correction. Read our methodology.