Altruist Wealth Management

Altruist Wealth Management is a flat-fee fiduciary firm providing virtual financial planning and investment management nationwide. We help high earners, medical professionals, pre-retirees, retirees make confident, informed decisions around investing, tax planning, and long-term wealth—all for a transparent, fixed fee. Unlike traditional advisors who charge based on assets under management (AUM), our flat-fee model ensures your costs don’t grow just because your portfolio does. Our approach focuses on what matters most to you. No two financial lives are the same. We provide clear, personalized strategies that align with your wealth, your goals, and your vision for the future.

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