Our Flat Flat-Fee Fiduciary Difference
Our mission is simple: to elevate wealth management through flat-fee fiduciary advice that works for you.
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At Altruist Wealth Management, we bring transparency, expertise, and a flat-fee structure designed to help you make the most of your wealth.
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Fiduciary, Fee-Only Advice
As fee-only advisors, we always act in your best interest—no exceptions, no hidden agendas.
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Flat-Fee Pricing
No percentage-based fees eating into your wealth. Just transparent, fair pricing aligned with your success.
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Evidence-Based Investing
Decades of research guide our approach. We focus on what matters: reducing fees, minimizing taxes, and managing behavior to support long-term success.
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Tax-Efficient Planning
Proactive, tax-efficient planning to help you keep more of what you’ve built.
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Nationwide Accessibility
Virtual-first services designed for convenience, with in-person meetings available as needed.
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Personalized, Responsive Service
Work directly with a CFP® professional in a highly responsive, collaborative relationship. Our technology makes planning seamless, and expert guidance is always within reach.
"We’re redefining how high-net-worth individuals and families receive financial advice—transparent, client-first, and built for long-term success."
Our Mission
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We started with a simple question: How would we want to be served if we were the client, knowing what we know about the financial industry?
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Altruist Wealth Management, we empower clients with knowledge and guidance to achieve financial well-being and peace of mind. Grounded in transparency, education, and altruism, we offer a forward-thinking alternative to traditional financial services, helping clients and their communities work toward better-aligned long-term outcomes.
Our Approach
Fiduciary . Efficient . Comprehensive
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Fiduciary: As fiduciaries, we are legally obligated to act in your best interest. This is reflected in our transparent fee structure and tailored financial recommendations.
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Efficient: Our independence enables us to leverage innovative technology to enhance outcomes, service, and cost-efficiency for our clients.
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Comprehensive: Every plan is customized to your unique goals, built on consistent communication and a deep understanding of your needs.
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Our Values
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Transparency . Education . Stewardship
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Transparency: We follow a fee-only model, free from commissions, providing data-informed and objective recommendations.
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Education: By equipping clients with foundational knowledge of investment principles and industry insights, we empower them to make informed decisions and work toward improved financial outcomes.
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Stewardship:
We charge fees that are fair—not the maximum the client will bear—because great advice should be built on transparency and value, not outdated industry norms. Lower costs mean more of your wealth stays invested, working toward your goals.