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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint747,212 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial advisorStaad SgPlanningFinance by Alexander Bartl
PlanningFinance by Alexander Bartl Logo
Verified· 2 sourcesTrust Score
Summary

About the company

PlanningFinance by Alexander Bartl provides independent, fee-based financial advice and planning. Its services include financial coaching and planning for investments, retirement provision and pension arrangements, including tax considerations and the transition into retirement.

AI-generated
Presence

Service area

Offering

Products & services

Industry:Financial advisor
✓ Offered10
Financial Advice
Holistic financial planning, wealth building and ongoing support with analysis of the financial situation, strategy development and implementation guidance.
Retirement Planning
Comprehensive retirement planning with analysis of lump sum versus pension, tax strategy, early retirement, staggered retirement and estate-planning basics.
Pension Provision Analysis
Analysis of the three pillars with retirement-gap calculation, review of existing pension solutions and a concrete action plan to close the gap.
Financial Coaching
Three coaching sessions with a personal financial roadmap, budget optimisation, savings strategy, WhatsApp support and templates for implementation.
Short Consultation
30-minute one-to-one consultation for an urgent financial question with concrete recommendations and focus on one specific topic.
Fee-Based Advisory
Independent hourly advisory for individual matters, second opinions and special questions without hidden commissions.
Life Insurance Review
Review of existing life insurance policies with cost-benefit assessment, written report and concrete optimisation suggestions.
Portfolio and Fee Review
Independent review of the securities portfolio with fee transparency, assessment of all holdings and concrete optimisation suggestions.
Homeownership and Affordability Planning
Support for buying owner-occupied property with affordability calculation, mortgage strategy and analysis of equity including pension fund and pillar 3a.
One-Day Financial Planning Workshop
Full-day live workshop in Zurich with a personal financial plan, work on your own numbers, Q&A, preparation call and action plan.
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3.7/5

PlanningFinance by Alexander Bartl

Trust & reputation

ranQ Trust Score of PlanningFinance by Alexander Bartl: 3.7 out of 5.0

Trust Score3.7/ 5.0

Solid

x

Data basis 54% · As of November 2026

PlanningFinance by Alexander Bartl has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
PlanningFinance by Alexander Bartl scores 46.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.25.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
PlanningFinance by Alexander Bartl scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
PlanningFinance by Alexander Bartl scores 42.9 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.42.94%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

PlanningFinance by Alexander Bartl reaches a ranQ Trust Score of 3.7 out of 5.0 — rated «Solid». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of November 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Location

Thalerstrasse 24
9422 Staad Sg

At a glance

Legal form
Sole proprietorship
UID
CHE-449.591.308
Founded
2025 · 1 year
Last commercial register change
December 9, 2025
Employees
1 to 10

Active in 1 of 26 cantons · 1 municipality

  • SGThal
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.67.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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