Alere Planning LLC

RIASEC RegisteredEst. 2021

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 SEC-registered limited liability company that entered registration in 2021 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Insurance brokerage is part of its business mix, and it maintains ties with broker-dealer and insurance company channels. Fees are charged via a mix of percentage of assets under management, hourly rates, and fixed fees. The firm does not identify as an active ESG investor in the available data and is not characterized as a capital allocator.