Altus Investment Group logo

Altus Investment Group

Updated today

Client assets under management

$0

Clients

0

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Average account size

About

Altus Investment Group LLC provides personalized financial planning and consulting to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm delivers comprehensive financial plans, limited-scope hourly planning, and negotiated annual consulting arrangements, and it does not custody client assets or place trades — clients retain control of implementation.

The firm works by agreeing on goals and objectives up front, producing tailored financial plans or analyses, and leaving implementation decisions to the client; follow-on implementation work is billed separately. Fees are fee-only and organized around fixed plan fees (stated range $700–$3,500), an hourly planning rate ($350/hour), and negotiated annual consulting fees rather than a percentage-of-assets billing model.

Compared with many firms in the investment-manager category, Altus is unusual in that it does not manage client assets or charge percentage-of-AUM advisory fees and instead relies on hourly and flat-fee planning arrangements. The advisors also maintain broker-dealer and insurance licenses and may receive commissions in those roles (a disclosed potential conflict), and the firm may engage other registered advisers to prepare plans and compensate them from client fees.

Client services

Financial planning

Expertise

General retirement planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Fixed

Annual fixed fee for financial consulting services; fee negotiated on a case-by-case basis

Project-based

Hourly rate of $350 per hour for follow-on implementation work and limited scope engagements

Other

Minimum fee: Financial planning fees usually range from $700 to $3,500, negotiable and may be waived Fee-only: Fee-only financial planning and investment advisory services; no commissions accepted

Main office location

Altus Investment Group

104 North State Street

Concord NH 03301, United States

Number of offices

2

Most active in

New Hampshire

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David W

Series 63

Concord, NH

Altus Investment Group

David Woolpert is a financial advisor at Altus Investment Group in Concord, NH, holding a Series 63 designation with 29 years of industry experience. He has been with Altus Investment Group since 2003 and also teaches at the Concord Community Music School, a role he has held since 1996. Altus Investment Group provides personalized financial planning and analysis to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes discovery and written plans over ongoing asset management and operates primarily on fixed and hourly fees rather than percentage-of-assets billing.

General retirement planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Laura P

Series 63, Series 65

Concord, NH

Altus Investment Group

Laura Provost is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been associated with LPL Financial since 2012 and Altus Investment Group since 2013. Provost is also involved in the sale of fixed life, long-term care, disability insurance, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by in-house research, model portfolios, and a variety of investment management options tailored to client needs.

General retirement planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Madelyn D

Series 66

Concord, NH

Altus Investment Group

Madelyn Ducharme is a financial advisor at Altus Investment Group with a Series 66 designation and two years of industry experience. She has previously worked at LPL Financial, RBC Capital Markets, and Bangor Savings Bank. Outside of finance, she is involved with Kate Noel Fitness in a part-time capacity. Altus Investment Group offers personalized financial planning and general analysis to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes discovery and written plans over ongoing asset management and does not custody client assets or execute trades on clients’ behalf.

General retirement planning General tax planning General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting
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