Timothy Hanna
Planning Alternatives · Birmingham, Michigan
Timothy Hanna 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.
Request an introduction to Timothy →
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 6062756 |
| Exams passed | Series 63 (2012) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/day-in-a-canoe-podcast/id1376400571https:/ |
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy 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 Timothy
Is Timothy Hanna a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?
Timothy's firm, Planning Alternatives, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Hanna based?
Timothy Hanna is based in Birmingham, Michigan.
What credentials does Timothy Hanna hold?
Timothy Hanna holds the CFA credential.
Is Timothy Hanna registered with the SEC?
Yes. Timothy Hanna is registered as an investment adviser representative in MI (CRD 6062756), 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 Timothy Hanna?
Through Timothy'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.