Thomas Mclean
Altruist Wealth Management · Charlotte, North Carolina
Thomas Mclean is a fee-only financial advisor at Altruist Wealth Management in Charlotte, North Carolina, who holds the CFP and MBA credentials. Thomas charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $3,000 a year) and focuses on flat-fee planning, retirement planning and tax planning.
Request an introduction to Thomas →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Physicians
- High earners
Facts
| Firm | Altruist Wealth Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $16.5M across 33 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in NC, TX · CRD 5458123 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | altruistwealthmanagement.com |
| Profile |
How Thomas's firm compares
- Ongoing planning starts at $3,000 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- Altruist Wealth Management's average account is about $500,000, from its Form ADV (assets managed divided by 33 accounts).
Request an introduction to Thomas
Tell Thomas a little about what you're looking for. Thomas 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 Thomas
Is Thomas Mclean a fee-only financial advisor?
Yes. Thomas Mclean is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Thomas's firm.
How does Thomas charge for financial advice?
Thomas charges a flat fee or retainer and an ongoing planning fee.
How much does Thomas charge?
According to Altruist Wealth Management's website, checked October 28, 2026: ongoing planning from $3,000 a year.
Does Thomas work with clients virtually?
Yes. Altruist Wealth Management says on its website that it works with clients remotely.
Where is Thomas Mclean based?
Thomas Mclean is based in Charlotte, North Carolina.
What does Thomas specialize in?
Thomas's specialties include flat-fee planning, retirement planning, tax planning and physicians & residents. Thomas works with retirees, pre-retirees, physicians and high earners.
What credentials does Thomas Mclean hold?
Thomas Mclean holds the CFP and MBA credentials.
Is Thomas Mclean registered with the SEC?
Yes. Thomas Mclean is registered as an investment adviser representative in NC and TX (CRD 5458123), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Altruist Wealth Management manage?
Altruist Wealth Management reports $16.5M across 33 accounts in assets under management.
How do I contact Thomas Mclean?
Through Thomas's website, altruistwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Altruist Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.