Apex Advisory Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Services outside the scope of traditional‬‭investment advisory services may‬ O ‭include, but are not limited to, advice on closely‐held business interests, unusual or enhanced‬ ‭reporting/record keeping requirements, work product related to specialized, illiquid investments‬ ‭like real estate limited partnership…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Apex Advisory Group, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The Advisor will send these written‬ ‭invoices to the Client concurrent with the request for payment or payment of the Advisor’s‬ ‭advisory fees.”
• “We urge you to compare the information on our written invoice with the actual‬ ‭amount listed on your advisory account statement.‬ ‭Fees are negotiable, but cannot exceed the stated fee schedule.”
• “Staff billing rates are determined based on individual skills and experience.‬ ‭ ees are negotiable, but cannot exceed the fee schedule above.”

How Apex Advisory Group, Inc.’s fees compare

• Its hourly rate of $500 is above the Washington median of $300. 95% of the 216 other Washington planners that publish an hourly rate charge less.
• 12 of the 13 other planners in Spokane that publish an hourly rate charge less.

About Apex Advisory Group, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 1990 (36 years).

Planning areas mentioned in the brochure

• Tax planning
• Cash flow and budgeting

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

1.1% a year

Clients

7

Employees

1

Works with

Individuals and businesses

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

117183

Phone

(509) 624-5525

Other planners in Spokane that publish fees

• Bormann Wealth Management, LLCSpokane$400/hr
• Chair Six Financial Planning, PLLCSpokane$200⁠-⁠$5,000, $1,000⁠-⁠$10,000/yr
• Craig Family OfficeSpokane$500
• Fellowship Financial PlanningSpokane$500/hr, $1,500
• Financial Forum, Inc.Spokane$150/hr
• Financial Trex, LLCSpokane$325/hr, $650⁠-⁠$1,300

Compare all 20 planners in Spokane