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The Old Fee Model Doesn’t Work.We Built a Smarter One.
Most affluent investors don't always know what they are really paying, though no fault of their own.
The Problem
Traditional advisors charge a percentage of your assets—known as an AUM fee—regardless of how much actual work is being done.
The Impact
Those fees might sound small—1% or less—but they compound every year.
Over time, they can quietly erode your long-term returns.
A Smarter Way
Our flat-fee model eliminates the “wealth tax.”
You pay for fiduciary expertise—not for having wealth.
Built to Serve, Not to Extract
We started with a simple question: If we were hiring a financial advisor for our own family, what would we want that firm to look like?
Fiduciary, Fee-Only Advice
Your best interests come first—always. No commissions. No hidden incentives. Just objective advice.
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Wealth Management, The Way it Should Be
Transparent Flat Fees
Our flat-fee approach reduces unnecessary costs compared to traditional AUM-based models, keeping more of your wealth invested toward your goals.
Credentialed Financial Planning
Work with a Certified Financial Planner™ to coordinate every aspect of your financial life—including investment, estate, tax, cash flow, and risk planning.
Evidence Based Investing
Our portfolios are built on research, not speculation. Invest with confidence using a diversified, disciplined strategy tailored to your specific needs.
Tax Efficient Strategies
We specialize in tax-smart planning for high-net-worth investors, leveraging proven strategies to help reduce the impact of taxes on your long-term financial goals.
Built for Service. Backed by Experience.
Real Advice. Real Access. From Someone Who's Been There
I set out to do something simple: build a firm the right way, for the right reasons—a firm I’d want my own family to work with.
After 15+ years in the industry—including time at Morgan Stanley, Wells Fargo, and Dimensional Fund Advisors consulting fiduciary practices—I saw what worked, and what didn’t.
Most firms are built to scale: layers of staff, 100+ clients per advisor, and fees tied to business growth, not value. That structure serves the industry, but rarely the client.
We chose a different path: fewer clients, fair fees, and a model built for service over scale. That tradeoff is a feature, not a bug. It’s what allows us to go deeper with each client, deliver high-quality advice, and keep your interests front and center.
So I built Altruist Wealth Management for people who want clarity, not complexity. I work with a limited number of clients, by design, to build long-term relationships grounded in trust. Because real planning isn’t just data, it’s decisions, tradeoffs, and context that truly understands you.
No being handed off to associate advisors or teams. No cookie cutter planning. Just thoughtful, one on one advice.
Founder, Altruist Wealth Management
What is Your Advisor Fee Costing You?
You’ve probably heard: “1% is standard” or “we offer lower pricing for larger asset sizes.”
But what does that actually mean for your future wealth?
✅ Use the calculator below to see how much more you could keep with flat fees.
✅ No forms, no emails — just enter your numbers and see instantly.
INPUT YOUR NUMBERS BELOW
Want to walk through the numbers? Request a 1:1 review.
This is a hypothetical illustration for educational purposes only. See assumptions and disclosures below.
Frequently asked questions
Schedule a Confidential Consultation
Schedule a 30-minute call with Carson McLean, CFP® to review your current fees, planning strategy, and how a flat fee model can optimize your wealth.
What We’ll Cover on the Call
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What you’re paying now — and what you’re getting for it
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Your personal financial goals and priorities
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How your current setup aligns—or conflicts—with your long-term objectives
You’ll walk away with a clear understanding of your advisor costs, your strategy’s strengths and gaps, and whether a flat-fee fiduciary model better supports your goals.
Our Partners
✅ 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.
Fixed Returns Comparison Tool: 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.