Altman Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our maximum flat fee is $25,000 or maximum hourly rate is $500 for our Financial Planning & Consulting service.”

Flat or project fee

$25,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Altman Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “After you sign an agreement with our firm, we’re allowed to buy and sell investments in your account without asking you in advance.”
• “In rare cases, our firm will agree to send you invoices rather than automatically deduct our firm’s fees from your advisory account.”
• “If a retainer is required, the remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”

How Altman Advisors’ fees compare

• Its hourly rate of $500 is above the Illinois median of $273. 90% of the 215 other Illinois planners that publish an hourly rate charge less.
• 48 of the 54 other planners in Chicago that publish an hourly rate charge less.
• Its flat or project fee of $25,000 is above the Illinois median of $4,500. 95% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 37 of the 41 other planners in Chicago that publish a flat or project fee charge less.

About Altman Advisors

• Firm size: 13 employees.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

184

Employees

13

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$483,428,278

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281778

Website

altmanadvisors.com (opens in new tab)

Phone

(312) 759-7801

Can advise clients in 7 states: Arizona, California, Florida, Georgia, Illinois, South Carolina, Texas

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