Tracey Labrecque
Planning Alternatives · Naples, Florida
Tracey Labrecque is a fee-only financial advisor at Planning Alternatives in Naples, Florida. Planning Alternatives reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Planning Alternatives |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.54B across 693 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2799326 |
| Exams passed | Series 63 (1996) · Series 65 (2026) · Series 66 (2005) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/day-in-a-canoe-podcast/id1376400571https:/ |
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Questions about Tracey
Is Tracey Labrecque a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracey holds no broker registration, and Planning Alternatives reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tracey charge for financial advice?
Tracey's firm, Planning Alternatives, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tracey Labrecque based?
Tracey Labrecque is based in Naples, Florida.
Is Tracey Labrecque registered with the SEC?
Yes. Tracey Labrecque is registered as an investment adviser representative in FL (CRD 2799326), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Planning Alternatives manage?
Planning Alternatives reports $1.54B across 693 accounts in assets under management.
How do I contact Tracey Labrecque?
Through Tracey's website, podcasts.apple.com/us/podcast/day-in-a-canoe-podcast/id1376400571https:/.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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