Altum Wealth Advisors fees and pricing
Financial planner in Chico, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Altum Wealth Advisors charges a flat or project fee of $3,000-$10,000 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.
- Flat or project fee
- $3,000-$10,000
“Flat fees range from $3,000 to $10,000 per engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Altum Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the average balance and timeweighted flows of the quarter.”
- “Our Retirement Plan Consulting services are billed a fee based on the percentage of Plan assets under management.”
- “Upon notice of termination, pro-rata advisory fees for services rendered to the point of termination will be charged.”
How Altum Wealth Advisors’ fees compare
- Its flat or project fee of $3,000-$10,000 spans the California median of $5,000. 67% of the 796 other California planners that publish a flat or project fee charge less.
About Altum Wealth Advisors
“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 240
- Employees
- 3
- 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, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $135,010,107
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 301214
- Phone
- (530) 924-0110
Can advise clients in 3 states: California, Nevada, Texas
Other planners in Chico that publish fees
- Randall Stone FinancialChico$200/hr, $500/yr
- Sweeney & Michel, LLCChico$250/hr, $1,500-$10,000
- Waller Financial CoachingChico$10,000-$150,000/yr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$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.