Steven O'Connor
Altus Wealth Management · Ft. Mitchell, Kentucky
Steven O'Connor is a fee-only financial advisor at Altus Wealth Management in Ft. Mitchell, Kentucky, who holds the CFP credential. Steven focuses on retirement planning, tax planning and estate & legacy planning. Altus Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Steven →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Altus Wealth Management |
|---|---|
| Based in | Ft. Mitchell, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $405.2M across 585 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, OH · CRD 2373712 |
| Exams passed | Series 63 (1993) · Series 65 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.altuswm.com |
| Profile |
How Steven's firm compares
- Altus Wealth Management's average account is about $693,000, from its Form ADV (assets managed divided by 585 accounts).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Steven
Is Steven O'Connor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Altus Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Altus Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Steven O'Connor based?
Steven O'Connor is based in Ft. Mitchell, Kentucky.
What does Steven specialize in?
Steven's specialties include retirement planning, tax planning and estate & legacy planning. Steven works with retirees, pre-retirees and founders.
What credentials does Steven O'Connor hold?
Steven O'Connor holds the CFP credential.
Is Steven O'Connor registered with the SEC?
Yes. Steven O'Connor is registered as an investment adviser representative in IN and OH (CRD 2373712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Altus Wealth Management manage?
Altus Wealth Management reports $405.2M across 585 accounts in assets under management.
How do I contact Steven O'Connor?
Through Steven's website, www.altuswm.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 Management 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.
See something wrong? Request a correction. Read our methodology.