Altus Wealth Solutions
Altus Wealth Solutions (CRD# 145259) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $2,584,360 in 56 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts56ACCOUNTS
Average Account Value$46,149
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
John Buerger (CRD# 4924044) is an Investment Advisor Representative working at Altus Wealth Solutions in Atascadero, CA and has 1 year of experience in the finance industry. John Buerger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.