Apex Capital Management, L.L.C. fees
Financial planner in Lafayette, Louisiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 29, 2026, Apex Capital Management, L.L.C. (Lafayette, LA) charges $325 an hour and a flat or project fee of $3,000 for financial planning.
- Website: apexcapitalmanagement.com (opens in new tab)
- Call (337) 895-0800
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change.
- Hourly rate
- $325/hr
Above the Louisiana median of $275; 13 of the 17 other planners in Louisiana that publish an hourly rate charge less.
“Financial planning consulting services is billed at $325 an hour.”
- Flat or project fee
- $3,000
Below the Louisiana median of $5,250; 4 of the 15 other planners in Louisiana that publish a flat or project fee charge less. The one other planner in Lafayette charges less.
“The Cohesive Advisory Service Model includes a one-time comprehensive financial planning fee of $3,000, paid at onboarding.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 7 employees
How Apex Capital Management, L.L.C. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You will be invoiced for the actual time spent on the services.”
- “Fees are payable when the financial plan is presented, or the consultations are completed.”
- “The initial fee is prorated based on the number of days services are provided.”
About Apex Capital Management, L.L.C.
“We offer personalized investment advisory, financial planning, and related services including consultations and asset management, provided in accordance with the Service Model selected by each client.”
- Founded: 1999 (27 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 332
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $225 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 29, 2026
- CRD number
- 117059 (opens in new tab)
- Phone
- (337) 895-0800
Other planners in Lafayette that publish fees
- A.B. Ridgeway Wealth Management LLCLafayetteFlat $500-$1,500, Monthly $98-$833/mo
More planners in Louisiana that publish fees
- Sow Advisors LLCYoungsvilleFlat up to $5,000
- Castellano & AssociatesShreveportHourly $300/hr, Flat up to $7,500
- Lailaps Capital, L.L.C.AbbevilleFlat up to $1,000
- Planning Associates Wealth Management, LLCMetairieHourly up to $400/hr, Flat up to $10,000
- Meriwether Wealth & Planning, LLCMindenHourly $150-$500/hr, Flat $1,000-$25,000
- Montgomery Wealth AdvisorsShreveportHourly $100-$400/hr, Flat $1,500-$10,000
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.