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Alere Planning LLC

Headquartered in TOWSON, MD

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Firm Information

Alere Planning LLC is a registered investment adviser based in Towson, Maryland. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Alere Planning has approximately $184 million in assets under management.

Alere Planning LLC

110 WEST ROAD

TOWSON, MD 21204

$184.18M

Assets Under Management

7

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

ALERE PLANNING LLC has a total of 3 branch locations across the country.
location

TOWSON, MD

location

ISLE OF PALMS, SC

location

PLANO, TX

Advisors at Alere Planning LLC

View All 2 Advisors
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William James Weglein

RA

TOWSON, MD

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Anthony Mehran Assadi

CFP®, CFA®, RA

TOWSON, MD

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Disclosures

There are no public disclosures for Alere Planning LLC.

Frequently Asked Questions (7)

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