Altamont Advisors LLC fees and pricing
Financial planner in Greenville, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Altamont Advisors LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“If you engage our firm strictly for financial planning services, we will assess an hourly fee at the rate of $150 per hour, and we bill in 15-minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Altamont Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for investment supervisory services are assessed an annualized asset-based fee that is paid monthly or quarterly, in arrears.”
- “Our published fees are negotiable with the final decision determined by our Chief Compliance Officer.”
- “Financial planning fees are to be paid by check from a US-based bank.”
How Altamont Advisors LLC’s fees compare
- Its hourly rate of $150 is below the South Carolina median of $250. 7% of the 69 other South Carolina planners that publish an hourly rate charge less.
- None of the 8 other planners in Greenville that publish an hourly rate charge less.
About Altamont Advisors LLC
- Firm size: 2 employees.
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 82
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $46,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172417
- Phone
- (803) 447-3999
Other planners in Greenville that publish fees
- Bca Private Wealth, Inc.Greenville$125-$500/hr, $2,000/yr
- Continuum Wealth Management, LLCGreenville$300/hr
- First There FinancialGreenville$2,500
- Hardin Capital Partners, LLCGreenville$300/hr
- Norris Financial Group, LLCGreenville$200/hr, $1,200-$2,000/yr
- Primetrust Advisors LLCGreenville$10,000-$50,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.