Altruist Financial Advisors LLC
Fee-Only Investment Management

The ALTRUIST Investing Plan is intended to focus exclusively on investments.  This is unlike the comprehensive "holistic" approach used in our financial planning services.  The ALTRUIST Investing Plan is intended to prepare clients to transition to the ALTRUIST Portfolio Management Service.  Those who do not intend to transition to the ALTRUIST Portfolio Management Service should not purchase this service.

In connection with the ALTRUIST Investing Plan, Altruist will assist you in developing a completely custom asset allocation, including tax-sensitive asset location and specific investment recommendations.

Unlike ALTRUIST Comprehensive Financial Plan, the ALTRUIST Investing Plan does NOT include a 12 month consultation enrollment.

Fee:  $1,350.

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In compliance with securities regulations, Altruist Financial Advisors LLC will not transact business in any state unless first registered there or qualified for an exemption or exclusion from registration there. Further, the advisor will not communicate any follow-up, individualized responses which render investment advisory services for compensation, unless first registered or qualified for an exemption or exclusion in the given state.