Alphanso
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$837,619
Clients
50
54% high-net worth
Advisors
1
of 9 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
TypicalAverage account size
$16,752
About
Alphanso provides financial planning, consulting, and optional investment management to individual and high‑net‑worth Members. Services are offered through tiered subscription planning packages (Essential, Advanced, Elite) priced between $1,200 and $7,200 per year, include a 14‑day free trial, and there is no account minimum.
The firm combines fundamental, quantitative, technical, and modern portfolio theory analyses and implements features such as tax‑loss harvesting and an automated, machine‑learning Non‑Managed Account Recommendation System to generate tailored allocations. Alphanso supports both discretionary and non‑discretionary engagements, conducts automated rebalancing and periodic reviews, and relies on an intake process and client‑provided information to set objectives.
Distinctive aspects include a fee model that emphasizes flat subscription planning fees rather than percentage‑of‑AUM billing, a relatively small discretionary AUM (about $837,620) alongside approximately $72.4 million of assets the firm advises on a non‑discretionary basis, and explicit disclosure that it may use Member testimonials in marketing (with any compensation disclosed) while providing Members with portfolio performance information.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Equity compensation tax strategy
General estate planning guidance
Cross-border / expatriate tax planning
Debt management
Fee options
Financial planning fees charged on a subscription basis, ranging from $1,200 to $7,200 annually depending on service tier.
Fee-only: Financial planning fees typically range from $1,200 to $7,200 annually on a flat fee, subscription basis depending on the Member's needs.
Main office location
Alphanso
Rochester NY, United States
Number of offices
1
Most active in
Alphanso has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
Quick links
LinkedIn
Facebook
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Instagram
Website
682-215-8684
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