Norman Alvis
Altus Wealth Group · Colorado Springs, Colorado
Norman Alvis is a fee-only financial advisor at Altus Wealth Group in Colorado Springs, Colorado, who holds the CFA credential. Norman focuses on equity compensation, estate & legacy planning and tax planning. Altus Wealth Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Founders
Facts
| Firm | Altus Wealth Group |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $620.1M across 2,339 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, TX · CRD 4763929 |
| Exams passed | Series 66 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.altuswealthgroup.com |
| Profile |
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Questions about Norman
Is Norman Alvis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Norman holds no broker registration, and Altus Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Norman charge for financial advice?
Norman's firm, Altus Wealth Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Norman Alvis based?
Norman Alvis is based in Colorado Springs, Colorado.
What does Norman specialize in?
Norman's specialties include equity compensation, estate & legacy planning, tax planning and founders (pre-exit). Norman works with tech employees and founders.
What credentials does Norman Alvis hold?
Norman Alvis holds the CFA credential.
Is Norman Alvis registered with the SEC?
Yes. Norman Alvis is registered as an investment adviser representative in CO and TX (CRD 4763929), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Altus Wealth Group manage?
Altus Wealth Group reports $620.1M across 2,339 accounts in assets under management.
How do I contact Norman Alvis?
Through Norman's website, www.altuswealthgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Altus Wealth Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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