# William Doepker

> William Doepker is a fee-only financial advisor at Altus Wealth Management in Ft. Mitchell, Kentucky, who holds the CFP credential. William 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.

Page: https://find.wellspent.co/advisors/william-doepker/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Altus Wealth Management
- **Based in:** Ft. Mitchell, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $405.2M across 585 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees, Founders
- **CRD:** 2211163 (https://adviserinfo.sec.gov/individual/summary/2211163)
- **SEC registration:** Investment adviser representative in IN, OH
- **Exams passed:** Series 63 (1993), Series 66 (2005)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.altuswm.com

## Frequently asked questions

### Is William Doepker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?

William's firm, Altus Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is William Doepker based?

William Doepker is based in Ft. Mitchell, Kentucky.

### What does William specialize in?

William's specialties include retirement planning, tax planning and estate & legacy planning. William works with retirees, pre-retirees and founders.

### What credentials does William Doepker hold?

William Doepker holds the CFP credential.

### Is William Doepker registered with the SEC?

Yes. William Doepker is registered as an investment adviser representative in IN and OH (CRD 2211163), 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 William Doepker?

Through William's website, www.altuswm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2211163): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.altuswm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.