Altura Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$25,000

“In connection with its wealth management services, Clients will be assessed an initial fixed financial planning fee ranging from $4,000-$25,000.”

Monthly fee

$350⁠-⁠$2,500/mo

“Monthly fees range from $350 to $2,500 per month.”

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

How Altura Wealth Advisors bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid in advance of each calendar quarter pursuant to the terms of the wealth management agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “The wealth management fee is billed quarterly, in arrears, for assets held at American Funds.”

How Altura Wealth Advisors’ fees compare

• Its flat or project fee of $4,000-$25,000 spans the Virginia median of $4,250. 89% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 6 of the 9 other planners in Virginia Beach that publish a flat or project fee charge less.

About Altura Wealth Advisors

• Firm size: 6 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Founded: 2020 (6 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

1.25% a year

Clients

261

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$234,907,065

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

337998

Website

alturawealth.com (opens in new tab)

Phone

(757) 834-7606

Can advise clients in 6 states: Florida, North Carolina, New Hampshire, Pennsylvania, Texas, Virginia

Other planners in Virginia Beach that publish fees

• Bay Capital Advisors, LLCVirginia Beach$500/hr, $3,500⁠-⁠$10,000
• Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr, $1,000⁠-⁠$50,000
• Bellars Harris Wealth ManagementVirginia Beach$5,000⁠-⁠$25,000
• Compton Wealth Advisory Group, LLCVirginia Beach$150⁠-⁠$450/hr
• Cook Financial Designs, Inc.Virginia Beach$4,000⁠-⁠$40,000/yr
• Gratus Wealth Advisors LLCVirginia BeachUp to $500/hr, $50,000

Compare all 28 planners in Virginia Beach