Stephen Altman
True Private Wealth Advisors · Salem, Oregon
Stephen Altman is a fee-only financial advisor at True Private Wealth Advisors in Salem, Oregon. True Private Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | True Private Wealth Advisors |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.43B across 1,592 accounts |
| SEC registration | Investment adviser representative in LA, OR · CRD 2795104 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 22 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.stevebinnsgroup.com |
| Profile |
How Stephen's firm compares
- True Private Wealth Advisors's average account is about $896,000, from its Form ADV (assets managed divided by 1,592 accounts).
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Questions about Stephen
Is Stephen Altman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and True Private Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, True Private Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Altman based?
Stephen Altman is based in Salem, Oregon.
Is Stephen Altman registered with the SEC?
Yes. Stephen Altman is registered as an investment adviser representative in LA and OR (CRD 2795104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does True Private Wealth Advisors manage?
True Private Wealth Advisors reports $1.43B across 1,592 accounts in assets under management.
How do I contact Stephen Altman?
Through Stephen's website, www.stevebinnsgroup.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
- 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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