ALERE PLANNING LLC
SEC Form ADV profile.
Total regulatory AUM
$208,037,455
Discretionary
$207,783,953
Non-discretionary
$253,502
Firm details
- CRD number
- 286121
- SEC file number
- 801-120912
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.ALEREPLANNING.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.