EA
ChFC
EA
ChFC

Eric Altenburg

32 Years of Experience
Albuquerque, NM
BrokerSells Insurance

Eric Altenburg is a ChFC-designated registered investment advisor at The Wealth Consulting Group, based in Albuquerque, NM, with 32 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 12,940 clients with $6.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
12,940 clients
Average Client Portfolio
$485K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee is 2.50% of assets under management. Fees are negotiable based on account size, complexity, and services required, and vary by representative and platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4600-B Montgomery Blvd. NE Suite 104, Albuquerque, NM, 87109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Eric operates Altenburg Asset Advisors, LLC and The Wealth Consulting Group as DBAs for his LPL business. He also sells long-term care insurance through LTCI Partners, LLC, dedicating minimal time to this activity, and owns Duke City Speed LLC, a drag racing business, which takes nearly full-time hours.

Employment History
Current Registrations
The Wealth Consulting Group
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
LPL Financial LLC
April 2012 - October 2025 · 13 yrs 6 mos
New England Securities Corporation
August 2002 - March 2012 · 9 yrs 7 mos
New England SecuritiesBroker
August 1994 - March 2012 · 17 yrs 7 mos
Intersecurities, INC.Broker
October 1993 - May 1994 · 7 mos
State Registrations17 states
AZCACOFLGAIDMNMONCNENMORPATXUTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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