Apis Wealth, LLC fees and pricing
Financial planner in Sorrento, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 5, 2026, Apis Wealth, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Generally, Apis Wealth charges a maximum, negotiable hourly fee of $300 or a fixed fee that is calculated by multiplying the agreed-upon hourly rate by the estimated amount of time needed to complete the financial planning and consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Apis Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable based upon the facts and circumstances of the client's financial situation and the complexity of the requested services.”
- “For initial financial plans and general consulting, generally, Apis Wealth requires payment upon completion of the work performed.”
- “The agreed-upon annual fee is due and payable quarterly in advance.”
How Apis Wealth, LLC’s fees compare
- 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.
About Apis Wealth, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 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% a year
- Clients
- 39
- 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
- $47,938,381
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305606
- Phone
- (407) 602-6610
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.