Apex Wealth Management fees and pricing

Financial planner in Searcy, Arkansas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 30, 2026, Apex Wealth Management charges $175 an hour for financial planning.

Published fees

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

Hourly rate: $175/hr; “Services are offered based on an hourly fee of $175 per hour.”

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

“Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Fees for financial plans are due upon delivery of the completed plan.”

Its hourly rate of $175 is below the Arkansas median of $225. 24% of the 34 other Arkansas planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2017 (9 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.45% a year
Clients: 66
Employees: 1
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, and pension consulting
Assets managed: $52,333,521
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 288456
Phone: (501) 920-2007

Can advise clients in 2 states: Arkansas, Texas

Is something on this page wrong or out of date?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.