Apex Fiduciary Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$600⁠-⁠$5,000

“Apex Fiduciary Advisors charges a negotiated fixed fee starting at $600 for a very basic financial plan, while not exceeding $5,000 for the most complex of plans.”

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

How Apex Fiduciary Advisors LLC bills

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

• “The total amount is due in full upon completion of services rendered and/or the delivery of the completed financial plan.”
• “Apex Fiduciary Advisors investment advisory fees are billed monthly or quarterly, in arrears, and are based on the balance of the accounts managed by Apex Fiduciary Advisors.”

How Apex Fiduciary Advisors LLC’s fees compare

• Its flat or project fee of $600-$5,000 spans the Wisconsin median of $3,000. 48% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
• None of the 2 other planners in Middleton that publish a flat or project fee charge less.

About Apex Fiduciary Advisors LLC

• Principal: Thomas Freitag
• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

80

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$47,840,434

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313555

Website

apex-fa.com (opens in new tab)

Phone

(608) 644-5055

Other planners in Middleton that publish fees

• Blackhorn PartnersMiddleton$300⁠-⁠$2,000/yr
• Jacobson & Schmitt Advisors, LLCMiddleton$5,000
• Milestone Investment Advisors, LLCMiddleton$300/hr, $2,500/yr
• Sentinel Advisory Group, LLCMiddleton$500/hr
• Shellcrest Financial LLCMiddleton$800/hr, $30,000⁠-⁠$75,000
• Trinity Financial PlanningMiddleton$275⁠-⁠$625/hr

Compare all 9 planners in Middleton