Houston, TX S Dairy Ashford Rd. Office

Altere Financial is a registered investment adviser that provides financial planning, consulting, and wealth and investment management services to individual and high‑net‑worth clients. The firm offers portfolio management, ongoing planning, and access to LPL-sponsored programs and independent third‑party managers as implementation options.

The firm tailors investment strategies to each client’s financial plan and commonly allocates assets among independent managers and LPL model portfolios using mutual funds, ETFs, separately managed accounts and other vehicles. As disclosed in its brochure, Altere Financial reported $55,163,567 in assets under management as of December 31, 2025, of which $47,978,840 was managed on a non‑discretionary basis and $7,184,727 on a discretionary basis, so many client relationships remain client‑directed while the firm provides manager selection and ongoing oversight.

Noteworthy distinctions include an affiliation with a certified public accounting firm (Evans Sternau CPA), where a supervised person has an ownership interest—a relationship the brochure discloses as a potential conflict of interest—and the fact that certain supervised persons are also registered representatives and licensed insurance agents while the firm uses LPL’s custodial and program services. The firm operates with a small advisory team (three advisors supporting roughly 38 clients) and documents a process to deliver an initial financial plan within three to six months, then provide ongoing maintenance.