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Altruist Wealth Management
Altruist Wealth Management offers flat-fee, fee-only, fiduciary financial planning and investment management for high-net-worth investors. Across the U.S.,...
Overview
Altruist Wealth Management offers flat-fee, fee-only, fiduciary financial planning and investment management for high-net-worth investors. Across the U.S., the firm helps investors bring clarity to complexity, avoid unnecessary fees, and make confident, tax-smart decisions. Portfolios are built on research with diversified, disciplined, evidence-based strategies, and the firm specializes in tax-smart planning.
General information
Firm type
RIA
Principals
Carson McLean
CFP®, founder
Frequently asked questions
Is Altruist Wealth Management affiliated with Altruist Corp, the RIA custodian?
Altruist Wealth Management and Altruist Corp are distinct legal entities. Altruist Corp provides custody and technology services to independent RIAs; Altruist Wealth Management has no known affiliation or operational link to that entity.
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