Alere Planning LLC

RIASEC Registered

Total AUM

$208M

Discretionary

$208M

100% of AUM

Avg account

$406K

Accounts

513

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 286121
Registered since: April 23, 2021
Website: www.alereplanning.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.6%
Individuals20.71%
Corporations / Businesses1.16%
Pension & Profit Sharing Plans0.53%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Alere Planning LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is organized as a limited liability company owned by an individual and is registered with the SEC (registered in 2021). Alere serves both individual and family clients as well as institutional relationships, and it also operates as an insurance broker. Its fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.