Make the Complex Clear
At Altruist Wealth Management, we believe in a flat-fee, fee-only, fiduciary approach to financial planning and investment management.
Across the U.S., we help investors bring clarity to complexity, avoid unnecessary fees, and make confident, tax-smart decisions about their financial future.
If you’re seeking wealth management built on trust, transparency, and expertise, start a conversation today with a flat-fee CFP® professional and see what sets us apart.
Wealth Management, The Way it Should Be
Comprehensive, Ongoing Wealth Management
For clients seeking a long-term financial partner, our ongoing planning and investment management simplifies complexity and brings clarity around retirement, tax planning, and legacy decisions..
Why Choose This?
Your life evolves —your financial plan should too. Ongoing support helps you adapt with confidence, knowing your strategy is proactive and built to last.
Best For: Households with $1.5M-$5M+, seeking full-service planning, investment oversight, and long-tern guidance.
Standalone Financial Planning Projects
For specific planning needs—like tax planning, equity compensation, or decumulation timing—we offer flat-fee engagements designed to deliver clarity and actionable recommendations.
Why Choose This?
You need trusted answers for a critical decision. Our project-based work provides fiduciary advice for focused scenarios that don’t require ongoing support.
Best for: Investors who need specialized planning but are not ready for full wealth management.
Openings available on a limited basis.
📊 Advisor Fee Comparison Tool
The industry standard is 1%. This shows what that really costs you.
✅ Understanding Advisor Fees
A closer look at how advisor fees work—and why it matters.
“Do the right thing, do it the right way, and do it right now.”
— Gerard O’Reilly, PhD
*This illustration is for informational purposes only and assumes a $5,000,000 portfolio with a 6% annual return over 30 years, with no contributions or withdrawals.
Flat fees are based on Altruist Wealth Management’s model, which ranges from $3,000 to $12,000 annually, determined through consultation and influenced by account complexity.
AUM fees are based on publicly available industry averages, ranging from 1.02% under $1 million to 0.59% for larger accounts.
This illustration does not account for taxes, inflation, or other real-world financial variables, and does not reflect or guarantee future performance. Full methodology, including data sources and assumptions, is available upon request.
The less that comes out of your accounts, the more there is to compound and grow over time − it is that simple.
Many investors don’t realize how much they pay in fees, often because most advisors charge a percentage of assets rather than a clear, fixed cost. These fees compound over time, potentially reducing long-term outcomes.
Our flat, transparent pricing ensures you always know exactly what you’re paying—no hidden fees, no surprises.
Our Fees
How We Invest
We invest alongside our clients with a philosophy rooted in evidence, not speculation.
Decades of market research suggest that traditional active strategies aiming to outguess the market often struggle to deliver consistent long-term results.
Our approach prioritizes cost-conscious, tax-efficient, and systematic investment strategies—built to align with market realities and maximize your chances of long-term success.
Learn how we cut through the noise and customize portfolios to focus on what can be controlled.
Don't Try to Outguess the Market
US-Domiciled Fund Performance, 2004-2023
Fund managers attempting to outperform through stock picking or market timing have low odds of success. Over a 20-year period, 82% underperformed their benchmark, and 55% didn’t survive. (Source: DFA)
Our Partners
