The traditional financial advisor model wasn’t built for you. It’s time for a change.
At Altruist Wealth Management, we’re redefining private wealth management with a flat-fee, fee-only, fiduciary approach.
Founded by an alum of Dimensional Fund Advisors—a firm that redefined investing—we help high-net-worth investors virtually across the U.S. make informed, tax-smart decisions while eliminating unnecessary fees.
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.
“Do the right thing, do it the right way, and do it right now.”
— Gerard O’Reilly, PhD
Wealth Management, The Way it Should Be
Comprehensive, Ongoing Wealth Management
For clients seeking a trusted, long-term partnership, our financial planning and investment management services simplify complexity and help you achieve lasting financial success.
Why Choose This?
A proactive, ongoing relationship ensures your financial plan adapts as your life evolves. We provide continuity, clarity, and confidence over time—so you can focus on what matters most.
Best For: Investors seeking expert guidance and a structured, long-term strategy.
Standalone Financial Planning Projects
For those seeking expert advice on a specific financial question or life event, we offer project-based engagements that deliver tailored, actionable guidance within a set timeframe.
Why Choose This?
Ideal for clients needing help with tax planning, equity compensation, or a second opinion on their financial strategy. While we prioritize long-term relationships, this option is available for specific, one-time advice.
Best for: Investors who need specialized planning but are not ready for full wealth management.
*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 high-net-worth investors don’t realize how much they pay in fees, often because traditional advisors charge a percentage of assets rather than a clear, fixed cost. These fees compound over time, reducing long-term wealth accumulation.
Our flat, transparent pricing ensures you always know exactly what you’re paying—no hidden fees, no surprises. That means more of your wealth stays working for you.
Our Fees
The Impact of Fees on Your Wealth
Even small percentage-based fees can add up over time, reducing long-term portfolio value. Use the tool below to compare how different fee structures could impact your wealth.
This tool provides a hypothetical illustration for informational purposes only and does not guarantee future performance. The calculations assume constant annual returns, no withdrawals or contributions, and do not account for taxes, inflation, market fluctuations, or other real-world factors that may impact investment outcomes. Flat fees are based on Altruist Wealth Management’s current fee structure, which ranges from $3,000 to $12,000 annually, depending on the complexity of financial planning and investment management. For illustrative comparison purposes, the following estimates were used: 0.66% annually for accounts under $1.5 million (a proportional estimate for comparison purposes only and not a flat fee), $10,000 annually for accounts between $1.5 million and $6 million, and $12,000 annually for accounts over $6 million. Actual fees vary and are determined through consultation based on individual financial needs and plan complexity. AUM fees are based on publicly available industry averages, which typically range from 1.02% to 0.59%, depending on portfolio size. These comparisons are for informational purposes only and may not reflect the exact fees charged by all advisors.
This tool is for educational purposes only and does not constitute financial advice or an offer to provide investment advisory services. Full assumptions and methodology are available upon request.
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, 2004-2003
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
