Altamont Wealth Management, Inc. fees
Financial planner in Livermore, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 18, 2026, Altamont Wealth Management, Inc. (Livermore, CA) charges $300 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the California median of $300; 42% of the 524 other planners in California that publish an hourly rate charge less.
“Any consulting services provided after the meeting will be billed at an hourly rate $300 per hour and shall be due and payable as incurred.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- 3 employees
How Altamont Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will prorate the advisory fees received through the termination date and send you an invoice for the advisory fees due.”
- “You will receive an invoice at the end of the consultation, and we will perform no additional reports or monitoring.”
- “You may pay for hourly planning services by check or cash.”
About Altamont Wealth Management, Inc.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 32
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $183 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of August 7, 2026
- CRD number
- 136031 (opens in new tab)
- Phone
- (925) 606-8181
More planners in California that publish fees
- Sapient Road Wealth Management, LLCSan DiegoHourly up to $150/hr
- Abundance PathwaysSan DiegoHourly $75/hr, Flat $200-$2,500
- Corcovado Investment Advisors, LLCSan FranciscoHourly $350/hr
- North Berkeley Wealth Management, LLCBerkeleyHourly $295/hr
- Keymark FinancialRolling Hills EstatesHourly $250-$500/hr, Monthly $200-$1,000/mo
- Olivehurst Advisors LLCRosevilleHourly $300/hr, Flat up to $10,000
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.