Alphanso
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alphanso provides advisory services to individual and high-net-worth clients, delivering financial planning, consulting, and both discretionary and non-discretionary investment management. Services include portfolio analysis, tax‑loss harvesting, algorithm-driven recommendations for non‑managed accounts, and access to planning dashboards and client messaging through a web-based platform.
The firm combines multiple analysis methods — including fundamental, technical, quantitative, and modern portfolio theory — and uses automated rebalancing and an internal machine‑learning recommendation engine to implement client plans. Alphanso offers tiered subscription service levels that include investment management as part of the planning arrangement and also maintains separately elected performance‑fee programs for eligible members that employ actively managed equity and structured‑note strategies.
Noteworthy for a small, single‑manager firm, Alphanso uses a subscription (flat) pricing model rather than a traditional percentage‑of‑assets billing structure and discloses optional performance‑based programs with associated conflicts and reporting protocols. The brochure also notes the firm may use member testimonials in its marketing and provides regular portfolio performance communications, and the Elite service tier includes access to alternative investment capabilities not typically offered by firms of comparable size.
Client services
Expertise
Fee options
Financial planning and consulting fees charged as flat or subscription fees ranging from $1,200 to $7,200 annually.
Performance fee of 20% of net investment gains for eligible members in Equity Managed Portfolio Program and Structured Notes Program, subject to high-water mark and soft hurdle; paid quarterly in arrears.
Annual subscription fees ranging from $1,200 to $7,200 based on service tier (Essential, Advanced, Elite).
Minimum fee: Financial planning, consulting, and investment management fees generally range from $1,200 to $7,200 annually, charged on a flat-fee, subscription basis depending on service level and individual needs. Fee-only: Flat annual fees ranging from $1,200 (Essential) to $7,200 (Elite) depending on service tier.
Main office
Rochester NY
Advisors at this office
1
Most active in
New York
Also doing business as
Alphanso · Alphanso Inc.
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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