Firm
Altruity Wealth
Palatine, Illinois
Fee-only
Altruity Wealth at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 16 individual clients, 4 of them high net worth.
- Its average account is about $902,000 (assets it manages divided by its 42 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Palatine, Illinois |
|---|---|
| Website | altruityinvest.com |
| Phone | (312) 213-2864 |
Altruity Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% to 1% a year |
|---|---|
| Account minimum | $2,000 |
| How it charges | Percentage of assets |
In the firm's words
"Account relationships between $2,000 and $249,999 (must be solely invested in the ACCUMULATE Channel) is .5%* ^" source
"Account relationships between $250,000 and $1,000,000 is 1.0%*" source
"Account relationships between $2,000 and $249,999 (must be solely invested in the ACCUMULATE Channel) is .5%* ^" source
"the typical annual management fees for all account types are:" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $38 million |
| Individual clients | 12 |
| High-net-worth clients | 4 |
| Accounts managed | 42 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 22, 2026 |
| SEC record | CRD 292799 |