Altruistic Advisor LLC fees
Financial planner in East Fallowfield, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, Altruistic Advisor LLC (East Fallowfield, PA) charges a flat or project fee of $2,500-$7,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change.
- Flat or project fee
- $2,500-
$7,500 Runs from below the Pennsylvania median of $4,000 to above it.
“Altruistic Advisor offers financial planning services for a fixed engagement fee ranging from $2,500 to $7,500 per engagement.”
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
- CFP® professional (opens in new tab) and ChFC®
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How Altruistic Advisor LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly, in advance of each month, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 9
- 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, and pension consulting
- Assets managed
- $6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 5, 2026
- CRD number
- 329799 (opens in new tab)
- Phone
- (215) 350-5721
More planners in Pennsylvania that publish fees
- Zenith Wealth PartnersPhiladelphiaFlat $2,000-$10,000, Monthly $1,000/mo
- LifeGuide Financial Advisors, LLCMechanicsburgHourly up to $800/hr, Flat up to $50,000
- Randall & Associates Wealth ManagementButlerHourly $200-$450/hr, Annual up to $20,000/yr
- Victus Wealth ManagementEnolaMonthly $300-$1,000/mo
- Open Wealth NetworkPottstownMonthly $300-$1,000/mo
- Addis & Hill, IncorporatedWayneFlat $900
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.