A
Altruistic Advisor LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,704,408
Clients
9
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
LowAverage account size
$411,601
About
Altruistic Advisor provides discretionary investment management and financial planning services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. The firm also offers retirement‑plan consulting and fiduciary advisory services to plan sponsors, including investment oversight and support for plan governance.
Portfolios are generally built from diversified, low‑cost mutual funds and ETFs, with the firm applying fundamental and technical analysis and a long‑term orientation while making tactical adjustments as needed for rebalancing or client objectives. The firm uses artificial‑intelligence decision‑support tools to inform research and risk monitoring, with all recommendations subject to human review.
Distinctive features include ERISA‑focused retirement plan services—such as vendor analysis, investment policy statement design, participant education tracking, and ongoing investment oversight—which are less common among similarly sized independent advisers. The firm also discloses operational practices such as the use of standing letters of authorization for certain money movements and an institutional relationship with a broker‑dealer/custodian that provides technology and platform support.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Fee options
Financial planning services fees range from $2,500 to $7,500 per engagement.
$0+: 0.10% annually (minimum range) +: up to 2.00% annually (maximum range)
Fee-only: Investment advisory fees range from 0.10% to 2.00% annually, charged monthly in advance based on assets under management.
Main office location
Altruistic Advisor LLC
East Fallowfield PA, United States
Number of offices
1
Most active in
Altruistic Advisor LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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