Altus Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$402,319,116
Clients
285
Advisors
5
of 5 employees
About
Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts and charitable organizations. The firm manages approximately $405 million across about 285 client relationships and delivers separate-account management through three models — Altus Select, Altus Premier and Altus Preservation — in addition to hourly financial planning engagements.
Its investment approach combines Modern Portfolio Theory with tactical asset allocation and relative strength analysis, seeking diversified exposure with an emphasis on low-cost ETFs and mutual funds for equity allocations and individual fixed-income securities for its higher-asset and Preservation strategies. Portfolios are monitored continuously and are generally positioned for multi-year holding periods, and the firm sometimes offers access to limited private offerings to qualified investors.
Noteworthy aspects of the firm include a dedicated Preservation model focused on individual fixed-income securities and a stated practice of discretionary-only management while declining authority to vote client proxies. Altus also discloses potential personal-trading overlaps, maintains a formal code of ethics and compliance procedures to address conflicts, and notes staff involvement in community financial counseling and a foundation board with some overlap among clients.
Client services
Expertise
Fee options
$0 - $300,000: 0.95% annual (0.2375% per quarter) - Altus Select Advisory Fee $300,000.01 - $500,000: 0.95% annual (0.2375% per quarter) - Altus Premier Advisory Fee $500,000.01 - $1,000,000: 0.90% annual (0.225% per quarter) - Altus Premier Advisory Fee $1,000,000.01 - $2,000,000: 0.80% annual (0.200% per quarter) - Altus Premier Advisory Fee $2,000,000.01 - $3,000,000: 0.70% annual (0.1750% per quarter) - Altus Premier Advisory Fee $3,000,000.01 - $5,000,000: 0.60% annual (0.150% per quarter) - Altus Premier Advisory Fee $5,000,000.01+: Negotiable - Altus Premier Advisory Fee $300,000 - $1,000,000: 0.375% annual (0.0938% per quarter) - Altus Preservation Advisory Fee $1,000,000.01 - $3,000,000: 0.250% annual (0.0625% per quarter) - Altus Preservation Advisory Fee $3,000,000.01+: Negotiable - Altus Preservation Advisory Fee
$250/hour for financial planning services
Fee-only: Financial planning at $250/hour with a $250 retainer credited against fees
Main office
2500 Chamber Center Drive, Suite 202
Ft. Mitchell KY 41017
Advisors at this office
5
Most active in
California · Florida · Indiana · Kentucky · New York · Ohio · Pennsylvania · Tennessee · Texas
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.
Advisors at this firm
Austin S
CFP®, Series 63, Series 66
Ft. Mitchell, KY
Altus Wealth Management, LLC
Austin Stinson is a CFP® professional with 12 years of industry experience. He is affiliated with Altus Wealth Management, LLC, where he works as part of a five-advisor team. Prior to joining Altus, he held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Altus Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and charitable organizations. The firm employs a combination of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on diversified portfolios with an emphasis on low-cost ETFs, mutual funds, and individual fixed-income securities.
Steven O
CFP®, Series 63, Series 65
Ft. Mitchell, KY
Altus Wealth Management, LLC
Steven O’Connor is a CFP® with 23 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds the Series 63 and Series 65 licenses and works from Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm employs a blend of Modern Portfolio Theory with tactical asset allocation and relative strength analysis, focusing on low-cost ETFs and mutual funds, and offers a dedicated Preservation fixed-income model that uses individual bonds alongside strategic long-term and tactical investment approaches.
Andrew H
CFP®, Series 63, Series 66
Ft. Mitchell, KY
Altus Wealth Management, LLC
Andrew Hermes is a CFP® with 21 years of industry experience, currently serving as an advisor at Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm employs a blend of Modern Portfolio Theory with tactical asset allocation and relative strength analysis, emphasizing low-cost ETFs and mutual funds, and distinguishes itself with a dedicated fixed-income Preservation model that uses individual bonds alongside strategic and tactical investment approaches.
Derek S
CFP®, Series 63, Series 66
Ft. Mitchell, KY
Altus Wealth Management, LLC
Derek Schmidt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Altus Wealth Management, LLC. His prior roles include positions at UBS Financial Services and Fidelity Brokerage Services, LLC. Altus Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, and charitable organizations. The firm employs a blend of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on diversified portfolios with low-cost ETFs, mutual funds, and individual fixed-income securities.
William D
CFP®, Series 63, Series 66
Ft. Mitchell, KY
Altus Wealth Management, LLC
William Doepker is a CFP® with 27 years of industry experience and has been with Altus Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Ft. Mitchell, KY. Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts, and charitable organizations, including high-net-worth clients. The firm uses a blend of Modern Portfolio Theory, tactical asset allocation, and relative strength analysis, focusing on low-cost ETFs and mutual funds, with a dedicated fixed-income Preservation model emphasizing individual bonds.
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