Api Financial Advisors, LLC fees and pricing

Financial planner in Rockledge, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 22, 2026, Api Financial Advisors, LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “For our financial planning services, we charge an hourly rate of $300.”

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

“In other cases, the fee will be due at the final meeting or upon delivery of the written financial plan.”
“For fees charged in advance, you will receive a prorated refund of any unearned fees based on the percentage of work completed.”
“Our management fees are billed in advance using the account value as of the end of the prior billing period, adjusted for cash flows occurring since the previous billing calculation based on the amount and timing of those cash flows.”

Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.1% a year
Clients: 227
Employees: 13
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $84,651,087
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 304586
Website: linkedin.com/company/api-financial-advisors/?viewAsMember=true (opens in new tab)
Phone: (321) 888-2599

Is something on this page wrong or out of date?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