# Alere Planning LLC

> Alere Planning LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 286121
- Filed as: ALERE PLANNING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286121
- AdvisorCensus page: https://advisorcensus.com/firm/alere-planning-llc-286121

## Quick answers

**How is Alere Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alere Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Alere Planning LLC charge?**
Its Form ADV Part 2A brochure dated February 17, 2026 states: Flat fee: $1,000 to $2,500 (financial planning done on a stand-alone basis); Hourly rate: $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Alere Planning LLC registered with the SEC or a state?**
Alere Planning LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 286121.

**How much does Alere Planning LLC manage?**
Alere Planning LLC reports $208,037,455 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**How have Alere Planning LLC's assets and staff changed since 2021?**
In the Form ADV data for Alere Planning LLC: Regulatory assets under management: $112,880,444 in the October 2021 data and $208,037,455 in the October 2026 data, up 84%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alere Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (131); high net worth individuals (64); corporations or other businesses not listed above (5).

**Which custodians does Alere Planning LLC use?**
Alere Planning LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Investments Distribution Co. as custodians holding 10% or more of its separately managed account assets.

**Does Alere Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286121

**Does Alere Planning LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 17, 2026 says: "Alere requires each client to place at least $150,000 with the firm. This minimum may be waived at the discretion of Alere."

**What changed in Alere Planning LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $184,179,403 to $208,037,455 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- Account minimum: $150,000 (the brochure says it may be waived or negotiated)

> Alere requires each client to place at least $150,000 with the firm. This minimum may be waived at the discretion of Alere.

- Flat fee: $1,000 to $2,500 (financial planning done on a stand-alone basis)

> The arrangement is typically provided on a fixed fee basis, and the fixed fees will generally range from $1,000 to $2,500.

- Hourly rate: $300 an hour (financial planning services)

> At the discretion of Alere, financial planning services may be done on an hourly basis with a rate of $ 300 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Investments Distribution Co.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $208,037,455
- Discretionary: $207,783,953
- Non-discretionary: $253,502

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 131 | $43,075,603 |
| High net worth individuals | 64 | $161,436,889 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,112,210 |
| Corporations or other businesses not listed above | 5 | $2,412,753 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, MD, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Plano, TX
- Timonium, MD

### Websites listed on Form ADV (Item 1.I)
- alereplanning.com
- LinkedIn @alere-planning-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $112,880,444 | 3 | March 24, 2021 |
| October 2022 | $133,279,887 | 3 | May 27, 2022 |
| October 2023 | $116,991,051 | 2 | March 27, 2023 |
| October 2024 | $148,992,741 | 2 | March 1, 2024 |
| October 2025 | $184,179,403 | 3 | February 19, 2025 |
| October 2026 | $208,037,455 | 3 | February 17, 2026 |

Regulatory assets under management: $112,880,444 in the October 2021 data and $208,037,455 in the October 2026 data, up 84%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $184,179,403 to $208,037,455 (+13%).

### January 2026
- No longer lists an office in Towson, MD.

### December 2025
- Reported a succession: took over the business of Alere Planning LLC (CRD 286121) on October 7, 2025.
- Added an office in Timonium, MD.
- Added an office in Towson, MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alere Planning LLC (CRD 286121): Form ADV filing data as of October 2026.