Apis Financial Group, LLC fees and pricing
Financial planner in Villa Park, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 2, 2024, Apis Financial Group, LLC charges a flat or project fee of $2,400 and an annual fee of $2,400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 2, 2024. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,400
“Fees range from $2,400 to up to $12,000 depending on the complexity of the Client.”
- Annual fee
- $2,400/yr
“Annual fees range from $2,400 to up to $12,000 and are billed monthly in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Apis Financial Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees may be negotiable on a per client basis.”
- “Accounts initiated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the Client Contract.”
How Apis Financial Group, LLC’s fees compare
- Its flat or project fee of $2,400 is below the Illinois median of $4,500. 24% of the 175 other Illinois planners that publish a flat or project fee charge less.
- Its annual fee of $2,400 is below the Illinois median of $7,500. 13% of the 77 other Illinois planners that publish an annual fee charge less.
About Apis Financial Group, LLC
- Principal: Peter Soltesz
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
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
- 1.5% a year
- Clients
- 8
- 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
- $4,078,011
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312493
- Phone
- (630) 207-4255
Other planners in Illinois that publish fees
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Ameribanc CorporationHoffman Estates$500/hr, $250-$5,000
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.