A complete list of active advisors currently associated with Altus Investment Group

Warmer can help you find a great advisor at Altus Investment Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Altus Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.