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ALERE PLANNING LLC

· CRD 286121 · IAPD ↗ · alereplanning.com · 410-252-0088

$208.0MRegulatory AUM
2Advisory reps
3Employees
6Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — ALERE PLANNING LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
40
December 2025 — ALERE PLANNING LLC filed an Item 4A succession naming ALERE PLANNING LLC (CRD 286121) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
50
December 2025 — ALERE PLANNING LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — ALERE PLANNING LLC reported RAUM up 27% ($117.0M -> $149.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.