Altruist Wealth Management fees and pricing
Financial planner in Charlotte, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, Altruist Wealth Management charges a flat or project fee of $1,000-$12,000 and a quarterly fee of $750-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$12,000
“Fixed fee rates for standard project-based financial planning range from $1,000 to $12,000.”
- Quarterly fee
- $750-$3,000/qtr
“Fees are paid quarterly in advance, ranging from $750 to $3,000 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Altruist Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable, and the final agreed-upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Altruist Wealth Management’s fees compare
- Its flat or project fee of $1,000-$12,000 spans the North Carolina median of $4,800. 68% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- 21 of the 34 other planners in Charlotte that publish a flat or project fee charge less.
About Altruist Wealth Management
“Wealth Management Services AWM provides customized wealth management services for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management services and a broad range of comprehensive financial planning.”
- Principal: Thomas McLean
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 9
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $16,507,137
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333692
- Phone
- (704) 885-0966
Other planners in Charlotte that publish fees
- Auctus Advisors LLCCharlotte$5,000-$100,000
- Aureus CapitalCharlotte$150/hr, $1,000-$10,000
- Buoyant FinancialCharlotte$2,000
- Calamita Wealth ManagementCharlotte$5,000-$15,000
- Cannon AdvisorsCharlotte$1,500-$5,000
- Cornerstone Wealth PlanningCharlotte$250/hr, $250-$5,000
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.