PlannerFees

Apex Tax & Financial Planning fees

Financial planner in Kent, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 23, 2026, Apex Tax & Financial Planning (Kent, WA) charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change.

Hourly rate
$300/hr

Matches the Washington median of $300; 46% of the 149 other planners in Washington that publish an hourly rate charge less.

“The hourly rate is $300 per professional hour spent on the project.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets
Yes
Minimum
None stated in the brochure
Team size
Solo practice (one employee)
Registered since
2021 (5 years)

How Apex Tax & Financial Planning bills

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

  • “The invoice will be sent to the client as the request for payment of the Adviser’s fees.”
  • “Investment fees may be setup to be paid from your managed accounts, while planning fees need to be paid via check.”
  • “Apex may request a $500 deposit before beginning financial plans, with a detailed invoice provided at the completion of the project based on actual hours spent.”

About Apex Tax & Financial Planning

“We provide personalized confidential financial planning to a variety of clients, including individuals, businesses, business owners, financial advisors, and trusts. Apex provides comprehensive financial planning.”
From the firm's description of its advisory business in its Form ADV brochure.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, flat or fixed fees, and a percentage of assets under management
Clients
21
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$24.2 million
Registered with
State securities regulators
Disciplinary disclosures
None reported on Form ADV as of October 8, 2026
CRD number
310747 (opens in new tab)
Phone
(206) 369-1054

More planners in Washington that publish fees

Compare all 251 planners in Washington

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.