Flat-Fee Financial Planning & Investment Management
Comprehensive, Fiduciary Advice, Without the Percentage-Based Fees
Fiduciary Wealth Management, Customized to Your Life
At Altruist Wealth Management, we don’t sell products—we solve problems. From retirement and investments to tax and estate planning, our flat-fee approach brings clarity, confidence, and real partnership to every decision —without commissions or asset-based fees.
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. Our fees range from $3,000 - $12,000 based on complexity.
Why Choose This?
Your life evolves—and your plan should too. Ongoing support helps you adapt with confidence, knowing your strategy is 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 to deliver actionable recommendations. Oure fee ranges from $1,000 -$12,000 based on complexity. .
Why Choose This?
You want expert guidance for a critical decision that doesn't require ongoing support or implementation assistance.
Best for: Investors who need specialized planning but aren’t ready for full-service wealth management. Openings limited.
Explore Our Core Services
Our flat-fee model is build around comprehensive financial planning, disciplined investment management, and tax smart strategies. Explore each area to see how we tailor advice to your goals.
Financial Planning
Big questions deserve clear answers. We help you make confident decisions around retirement, equity comp, estate planning, and more.
Investment Management
Grounded in evidence, not speculation. We use a disciplined, research-backed process to keep your investments aligned with your plan.
Values-Based Investing
Invest with purpose, without sacrificing discipline. We integrate environmental, social, and governance (ESG) principles into portfolios designed to align with your values and your long-term goals.
Tax-Efficient Strategies
Reduce tax drag and improve after-tax outcomes with coordinated strategies like Roth conversions and charitable giving—integrated into your broader financial plan.
Why Fiduciary Advice and Flat Fees Matter
Many financial advisors aren’t required to act in your best interests at all times.
Most operate under a "suitability" standard—meaning they are only need to recommend investments that fit your general financial situation, not necessarily with a fiduciary obligation.
As fiduciaries, we’re held to a higher standard: putting your interests first in every decision we make.
Fees that are fair, not what investors can bare.
Advisor fees are often unclear—making it difficult to know what you’re truly paying.
Traditional fee structures typically charge a percentage of your assets, known as AUM fees, rather than a transparent, predictable flat fee. Over time, these percentage-based fees can erode long-term portfolio growth.
Connect With a Fiduciary, Flat-Fee Financial Planner
Whether you're exploring a long-term advisory relationship or need clarity on a specific financial decision, we’re here to help. You'll work directly with a CFP® professional who provides advice rooted in expertise, transparency, and your goals.