Altus Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Altus Wealth Solutions provides personalized financial planning, investment management, and business consulting to individuals and a range of organizational clients. Its client base includes pension and profit‑sharing plans, trusts, estates, charitable organizations, small businesses and, at times, banks, thrift institutions and investment companies.
The firm offers two primary investment approaches: a passive ETF strategy aligned to a client’s Risk Number and a tactical core‑and‑satellite strategy that adjusts asset‑class exposures using rules‑based trend regression; portfolios are implemented primarily with low‑cost index funds and ETFs and are globally diversified. Investment advice is integrated with ongoing financial planning and business coaching, and accounts are typically managed on a discretionary basis under a limited power of attorney while custody remains with qualified custodians.
Notable aspects for a small independent adviser include the firm’s mix of institutional and plan‑related clients alongside individual households, and its combination of fee‑based planning and investment management with business consulting and the occasional sale of insurance or annuity products. The brochure also discloses that the firm manages roughly $4.75 million for about 25 clients, maintains a business‑continuation agreement with another advisory firm, and that the lead advisor has a significant concurrent university role.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $197 for single engagements to $4,000 or more annually; initial setup fee for investment management may be charged equivalent to one quarter of a year of service
Commissioned insurance and annuity products are sold; however, investment advisory services are fee-only
Hourly planning engagements billed at $240/hour
Financial planning subscription fees range from $50 to $300 per month; Business consulting subscription fees range from $200 to $3,600 per month
Minimum fee: Minimum monthly fee per account of $10 may be applied Fee-only: Financial planning and investment management are offered on a fee-only basis
Main office
Atascadero CA
Advisors at this office
1
Most active in
California
Also doing business as
Altus Wealth Solutions · Altus, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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