Alere Planning LLC

Alere Planning LLC provides personalized financial planning and investment management to individuals, families, trusts, charitable organizations, pension plans and corporations, frequently working with clients undergoing complex life transitions such as retirement, business sale, inheritance, or health-related changes. The firm typically charges percentage-of-assets-under-management fees and also offers standalone financial planning and retirement plan consulting.

Alere manages the vast majority of client assets on a discretionary basis under a limited power of attorney, building tailored asset-allocation guidelines and employing both fundamental and technical analysis across active and passive strategies (growth, income, and core models). The firm offers both wrap-fee and non-wrap arrangements and continues to serve a small number of clients in the SEI Managed Account Solutions (MAS) wrap program, although it is not accepting new MAS clients.

Compared with many peers, Alere discloses several uncommon affiliations: certain professionals are registered representatives of Purshe Kaplan Sterling Investments (PKS), enabling commission-based product sales, and some are separately licensed insurance agents who may receive commissions; the firm also maintains a marketing/referral arrangement with UBANK. The combination of a two-advisor team overseeing more than $200 million in mostly discretionary AUM, continued participation in a sponsored wrap program, and these broker‑dealer, insurance and referral relationships are notable features the firm discloses and addresses in its brochure.