Thomas Graney
Planning Alternatives · Naples, Florida
Thomas Graney is a fee-only financial advisor at Planning Alternatives in Naples, Florida, who holds the CFP credential. Planning Alternatives reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Thomas →
Facts
| Firm | Planning Alternatives |
|---|---|
| Based in | Naples, Florida |
| 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 FL, MI · CRD 2103052 |
| Exams passed | Series 63 (1990) · Series 65 (1998) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/day-in-a-canoe-podcast/id1376400571https:/ |
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas 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 Thomas
Is Thomas Graney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?
Thomas's firm, Planning Alternatives, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Graney based?
Thomas Graney is based in Naples, Florida.
What credentials does Thomas Graney hold?
Thomas Graney holds the CFP credential.
Is Thomas Graney registered with the SEC?
Yes. Thomas Graney is registered as an investment adviser representative in FL and MI (CRD 2103052), 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 Thomas Graney?
Through Thomas'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.