Firm
Altus Wealth Management
Ft. Mitchell, Kentucky
Fee-only
Altus Wealth Management at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 5 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 285 individual clients, 154 of them high net worth.
- Its average account is about $693,000 (assets it manages divided by its 585 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Ft. Mitchell, Kentucky |
|---|---|
| Website | altuswm.com |
| Phone | (859) 815-8566 |
Altus Wealth Management fees
Altus Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly |
|---|---|
| Assets managed | $405 million |
| Individual clients | 131 |
| High-net-worth clients | 154 |
| Accounts managed | 585 |
| Employees | 5 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-80301) |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 153650 |