Quoted in Investopedia: Rethinking the Active vs. Passive ETF Debate I was recently featured in an Investopedia  article exploring how...

Carson McLean Quoted in Investopedia’s ETF Investing Feature How to Help Your Clients Build Confidence With ETF Investing  — Investopedia...

We’re proud to share that Carson McLean, CFP®, founder of Altruist Wealth Management, was featured in Kiplinger Personal Finance  to...

Link:   3 Key Factors Financial Advisors Use to Build Your Plan — ComparisonAdviser Published:  July 15, 2025 This article highlights the...

Recently, Carson McLeanI was quoted in a GOBankingRates  article addressing a common fear among investors: "Should I wait to invest until the market feels safe?" It’s a natural question—especially when headlines are noisy and portfolios feel vulnerable. But as the piece points out, waiting for certainty is often a costly illusion. As I noted in the article: “Our brains crave certainty, and investing rarely offers it… The cost of waiting often isn’t obvious in the moment. It s

Recently, I was quoted in a ComparisonAdviser article  exploring the question: Is a 1% financial advisor fee still worth it as your portfolio grows? It’s a common—and important—conversation. The traditional 1% AUM model has long been considered the industry standard, but more investors are asking: Does the cost still make sense when your needs haven’t changed, but your portfolio has? As I noted in the piece: “At $1.5 million, the average advisory fee is around 0.94%—that’s $1

Carson McLean, founder of Altruist Wealth Management, was quoted in Newsweek  discussing how structural savings systems—like Australia’s mandated retirement contributions with opt-out flexibility—can significantly improve retirement outcomes while preserving individual choice. "If we want to improve retirement security in America, we need systems that guide people toward success while still preserving personal choice." The article explores how Americans are rethinking retirem

Carson McLean, founder of Altruist Wealth Management, was quoted in GoBankingRates  discussing how individuals should adjust their...

Carson McLean, founder of Altruist Wealth Management, was quoted in ComparisonAdviser  offering strategies for how investors can stay...

Carson McLean, founder of Altruist Wealth Management, was quoted in the Knoxville News Sentinel  following his presentation on how media...

Carson McLean, founder of Altruist Wealth Management, joined the Pilot Money Guys  podcast to discuss the true sources of investment...