William Doepker
Altus Wealth Management · Ft. Mitchell, Kentucky
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.
Request an introduction to William →
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 2211163 |
| Exams passed | Series 63 (1993) · Series 66 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.altuswm.com |
How William'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 William
Tell William a little about what you're looking for. William 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 William
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.
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.