Altus Consulting Group

What Altus Consulting Group does

Altus Consulting Group, LLC is an independent financial advisory firm headquartered in Spring, Texas, founded in 2015 by Teresa O'Connor. The firm specializes in corporate retirement plan services for small businesses and personalized financial planning for individuals and families, operating as a registered investment advisor under Osaic Wealth, Inc. (member FINRA/SIPC). It is licensed to serve clients across 30 US states spanning the South, West, Midwest, Mid-Atlantic, and parts of the Northeast.

The firm's product suite comprises four interconnected offerings: Retirement Planning Services (401(k), 403(b), SEPs, Simple IRA, and employer-sponsored IRA programs), Financial Services (individual and family wealth advisory and goal-based planning), Business & Estate Planning (succession, partnership, and life insurance structuring), and an Employee Benefits Portal — a proprietary, branded online system that provides 24/7 benefits access, open enrollment, document distribution, and 401k notice tracking, offered complimentary to employee benefits clients as an intranet-style engagement layer. The underlying technology is the portal itself rather than any model-driven system.

The business is sales-led and advisor-driven: clients are matched to one of several financial planners (each with 25+ years of experience and credentials such as AIF, CPFA, CRPC, CRPS), consultations are scheduled via an online scheduler (OnceHub integration), and revenue is generated through professional-services planning fees and recurring securities and advisory fees routed through the Osaic Wealth broker-dealer infrastructure. The customer base is diversified across small-business plan sponsors, non-profits, and individual households, with no disclosed anchor accounts.

Name

Altus Consulting Group

Legal name

Altus Consulting Group, LLC

Website

https://altuscg.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Altus Consulting Group is an independent financial advisory firm delivering retirement planning, financial planning, business and estate planning, and a proprietary employee benefits portal to small businesses, non-profits, and individuals across 30 US states, operating under Osaic Wealth, Inc.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Financial advisory services
• Retirement planning
• Wealth management
• Employee benefits administration
• Estate planning

Headquarters

HQ city

Spring

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Securities and Investment Advisory Services: Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. The firm provides financial planning, retirement planning, and investment advisory services to individuals and businesses.
2. Financial Planning Fees: Financial planning services for individuals and families to help them achieve personal goals such as college tuition, home purchases, and retirement planning.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Altus Consulting Group is a financial advisory firm that provides retirement plan design and administration (401(k), 403(b), SEPs, SIMPLE IRAs, employer-sponsored IRAs), personalized financial planning for individuals and families, business succession and estate planning, and employee benefits management supported by a complimentary online benefits portal. Services are delivered through licensed representatives affiliated with Osaic Wealth, Inc. (FINRA/SIPC) to small businesses and individuals across 30 U.S. states.

Product overview

Altus Consulting Group is a financial advisory firm offering a portfolio of four interconnected services for individuals, families, and small businesses. The core offerings include Retirement Planning Services (401(k), 403(b), SEPs, Simple IRAs, employer-sponsored IRAs), Financial Services (personalized financial planning and wealth advisory), Business & Estate Planning (succession and estate planning), and an Employee Benefits Portal (online benefits management system with a branded employee portal for enrollment and document access). The Retirement Planning and Employee Benefits services are primary focuses, with the firm specializing in small business retirement plan solutions and providing an online portal as a complimentary tool for employee benefits clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Services Retirement planning services focused on small businesses, offering 401(k) plans, 403(b) plans for non-profit organizations, SEPs, Simple IRA programs, and employer-sponsored IRA programs to help business owners and employees save for retirement.
• Business & Estate Planning Services Business succession planning and estate planning services that help business owners document plans for emergencies, handle business partnerships, structure succession plans for minor heirs, and address life insurance needs.
• Financial Services Financial planning services for individuals and families, including assistance with college tuition planning, real estate purchases, and personalized financial goal achievement through multiple financial planners with over 25 years of experience.
• Employee Benefits Portal Online benefits management system providing a branded employee portal accessible via computer or mobile phone for 24/7 access to medical benefits information, internal documents, company events, employee handbooks, and open enrollment capabilities, with complimentary access for employee benefits clients.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• CAPTRUST: One of the largest independent corporate retirement plan advisory firms in the US, serving small through enterprise plan sponsors with 401(k), 403(b), and defined benefit plans. Direct competitor to Altus in the small/mid-market retirement plan advisory space, with significantly more scale and a national footprint.
• Cetera Financial Group: Independent broker-dealer and RIA platform supporting independent financial advisors and small RIA firms. Altus operates under a similar model via Osaic Wealth, making Cetera a comparable affiliation/host platform for retirement-focused advisors.
• Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, retirement plan services, and wealth advisory. Comparable to Altus in providing retirement plan advisory to small/mid-market businesses along with individual financial planning, though at much larger scale.
• Kestra Financial: Independent wealth management platform supporting independent advisors and RIA firms with technology, compliance, and operational support. Similar broad-incumbent peer given Altus's independent practice operating under a broker-dealer affiliation.
• Empower Retirement (Personal Capital): Major retirement plan provider serving millions of participants across thousands of plans, including small business plans. Comparable to Altus in the corporate retirement plan advisory space, with substantially greater scale and a national platform.
• Commonwealth Financial Network: Independent broker-dealer and RIA custody/support platform serving independent financial advisors across the US. Similar to Altus's Osaic Wealth affiliation model, providing back-office infrastructure for retirement-focused practices.
• OneDigital: Large national employee benefits and retirement advisory firm offering retirement plan solutions, benefits administration, and complementary technology platforms. Comparable to Altus in targeting small/mid-market employers with retirement and benefits offerings.
• Lockton Companies: Major independent insurance brokerage and benefits consulting firm with retirement plan services. Comparable to Altus in providing corporate retirement and benefits solutions to small and mid-sized businesses, though at much larger scale.

Direct peers

• SageView Advisory Group: Specialized retirement plan advisory firm focused on corporate 401(k) and 403(b) plan consulting. Closest direct peer to Altus given similar niche focus on small and mid-sized plan sponsors and retirement plan advisory services.
• Sequoia Financial Group: Independent RIA specializing in corporate retirement plan advisory and wealth management for businesses and individuals. Direct comparable to Altus given similar focus on small/mid-market 401(k) advisory and individual financial planning services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/altuscg

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Altus Consulting Group