Ap Wealth Management fees and pricing
Financial planner in Augusta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Ap Wealth Management charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Form ADV Part 2A, Item 5 Financial Planning Service The cost of a comprehensive financial plan starts at $5,000 and adjusts for more complex or time-consuming plans.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ap Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fee schedules, as well as our fees for advising on non-discretionary assets, are negotiable.”
- “Fees for accounts managed by AP Wealth Management are billed for the upcoming calendar quarter based on the account value at the end of the most recent calendar quarter.”
- “The calendar quarter in which an account is funded is billed in arrears based on the initial amount funded and prorated for the portion of the quarter in which the account was funded.”
How Ap Wealth Management’s fees compare
- Its flat or project fee of $5,000 matches the Georgia median of $5,000. 48% of the 152 other Georgia planners that publish a flat or project fee charge less.
About Ap Wealth Management
“Wealth Management provides fee-only financial planning services for high net worth individuals and families through our Lifetime Financial Solution process. We also provide non-discretionary, advisory and employee education services for the plan sponsors of business retirement plans.”
- Firm size: 7 employees.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.45% a year
- Clients
- 269
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $339,554,592
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156417
- Phone
- (706) 364-4281
Can advise clients in 6 states: Florida, Georgia, North Carolina, New Hampshire, South Carolina, Texas
Other planners in Augusta that publish fees
- E.a. Hendrich Financial Planning, LLCAugusta$225/hr
- Firethorn Wealth Partners, LLCAugusta$500
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.