Altus Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Altus Investment Group LLC provides personalized financial planning and consulting to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm delivers comprehensive financial plans, limited-scope hourly planning, and negotiated annual consulting arrangements, and it does not custody client assets or place trades — clients retain control of implementation.
The firm works by agreeing on goals and objectives up front, producing tailored financial plans or analyses, and leaving implementation decisions to the client; follow-on implementation work is billed separately. Fees are fee-only and organized around fixed plan fees (stated range $700–$3,500), an hourly planning rate ($350/hour), and negotiated annual consulting fees rather than a percentage-of-assets billing model.
Compared with many firms in the investment-manager category, Altus is unusual in that it does not manage client assets or charge percentage-of-AUM advisory fees and instead relies on hourly and flat-fee planning arrangements. The advisors also maintain broker-dealer and insurance licenses and may receive commissions in those roles (a disclosed potential conflict), and the firm may engage other registered advisers to prepare plans and compensate them from client fees.
Client services
Expertise
Fee options
Annual fixed fee for financial consulting services; fee negotiated on a case-by-case basis
Hourly rate of $350 per hour for follow-on implementation work and limited scope engagements
Minimum fee: Financial planning fees usually range from $700 to $3,500, negotiable and may be waived Fee-only: Fee-only financial planning and investment advisory services; no commissions accepted
Main office
104 North State Street
Concord NH 03301
Advisors at this office
3
Most active in
New Hampshire
Also doing business as
Altus Investment Group · Altus Investment Group LLC · Freeman Woolpert, David, Stone · Lpl Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David W
Series 63
Concord, NH
Altus Investment Group
David Woolpert is a financial advisor with Altus Investment Group in Concord, NH, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Altus Investment Group since 2003 and previously worked at LPL Financial from 1996 to 2022. Outside of finance, he has taught at the Concord Community Music School since 1996. Altus Investment Group provides personalized financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers fee-only, hourly, and flat-fee planning arrangements, focusing on tailored financial plans while clients retain control of implementation.
Laura P
Series 63, Series 65
Concord, NH
Altus Investment Group
Laura Provost is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been associated with LPL Financial since 2012 and Altus Investment Group since 2013. Provost is also involved in the sale of fixed life, long-term care, disability insurance, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by in-house research, model portfolios, and a variety of investment management options tailored to client needs.
Madelyn D
Series 66
Concord, NH
Altus Investment Group
Madelyn Ducharme is a financial advisor at Altus Investment Group with a Series 66 credential and two years of industry experience. She has worked at firms including J.P. Morgan Securities and RBC Wealth Management. Outside of finance, she is involved with Kate Noel Fitness, a home-based fitness business. Altus Investment Group provides personalized financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on tailored financial plans and analyses, with clients retaining control over implementation, and utilizes fee-only, fixed, and hourly planning arrangements rather than asset-based fees.
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