Apex Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $200.”

Flat or project fee

$1,500⁠-⁠$3,500

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,500 and $3,500.”

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

How Apex Wealth Management, LLC bills

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

• “The above fees will be billed quarterly in advance.”
• “All fees under this service engagement are billed quarterly, in advance.”
• “Partial months of service will be prorated for the number of days the agreement has been in force.All invoices for services rendered are due and payable upon receipt.”

How Apex Wealth Management, LLC’s fees compare

• Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
• None of the 2 other planners in Katy that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$3,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.

About Apex Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

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

1.5% a year

Clients

21

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$29,176,869

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

159585

Website

apexwm.com (opens in new tab)

Phone

(949) 338-8488

Other planners in Katy that publish fees

• Dark Horse LLCKaty$200/hr
• Marin Financial GroupKaty$500
• Trisperity Advisors, LLCKaty$200⁠-⁠$250/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr

Compare all 8 planners in Katy