Altus Wealth Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$240/hr

“The hourly rate for limited scope engagements is​ ​$240.​ ​Asset Management​ ​ ssets are invested primarily in no-load or low-load mutual funds and​ A ​exchange-traded funds, usually through discount brokers or fund companies.”

Monthly fee

$200⁠-⁠$3,600/mo

“The portfolio value at the completion of the prior full billing​ ​period is used as the basis for the fee computation, adjusted for the number of days​ ​during the billing period prior to termination.​ ​8​ ​Business Consulting Fees​ ​ usiness Consulting is typically done on a monthly subscription basis with fees​ B…”

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

How Altus Wealth Solutions bills

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

• “If the client made an advance payment, ALTUS Wealth Solutions​ ​will refund any unearned portion of the advance payment.​ ​ LTUS Wealth Solutions may terminate any of the aforementioned agreements at​ A ​any time by notifying the client in writing.”

How Altus Wealth Solutions’ fees compare

• Its hourly rate of $240 is below the California median of $300. 18% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Atascadero that publish an hourly rate charge less.

About Altus Wealth Solutions

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

0.75% a year

Clients

25

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$4,754,957

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

145259

Website

altuswealth.com (opens in new tab)

Phone

(805) 476-0333

Other planners in Atascadero that publish fees

• Kobata FinancialAtascadero$125/hr, $250⁠-⁠$2,500
• Slo Money ManagersAtascadero$250/hr, $250⁠-⁠$10,000
• 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
• 401 FinancialSan Diego$250/hr, $500

Compare all 4 planners in Atascadero