Alere Planning LLC

Alere Planning LLC is a financial advisory firm established in February 2017, providing personalized financial planning and investment management services to individuals, families, trusts, charitable organizations, and corporations. The firm's principal owner is William J. Weglein Jr. Alere's investment philosophy focuses on managing clients' financial lives through life transitions, offering direction, clarity, and confidence. The firm's financial planning process includes a discovery meeting, designing a financial life plan, and ongoing plan execution. Alere offers asset management services on a discretionary basis, where clients grant the firm authority to make investment decisions without seeking specific approval for changes to client accounts. The firm may also provide asset management services on a non-discretionary basis in limited circumstances. Alere has $184,179,403 in assets under management as of December 31, 2024, managed in 468 accounts. The firm's fee structure ranges from 0.65% to 1.25% per annum based on the market value of client assets. Alere does not charge performance-based fees and requires a minimum investment of $150,000 from clients. The firm's professionals, William J. Weglein Jr. and Anthony Assadi, hold professional designations such as Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®). Alere maintains strict confidentiality and security measures to protect clients' nonpublic personal information in compliance with federal standards. The firm does not disclose clients' personal information to third parties for marketing purposes and ensures that all disclosed information is used only for the intended purposes.