Apm Wealth fees and pricing
Financial planner in Portland, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 11, 2026, Apm Wealth charges $250 an hour, a monthly fee of $1,299, a quarterly fee of $2,000-$10,000, and an annual fee of $15,588 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Alternatively, we may agree to be compensated on an hourly basis, at $250 per hour.”
- Monthly fee
- $1,299/mo
“A practice-owning physician using the Personal CFO offering, who has zero managed assets, will be charged $1,299 per month for the Personal CFO services ($15,588 per year).”
- Quarterly fee
- $2,000-$10,000/qtr
“Business consulting fees range from $2,000 to $10,000 per quarter, billed in arrears, and will be agreed upon in advance.”
- Annual fee
- $15,588/yr
“A practice-owning physician using the Personal CFO offering, who has zero managed assets, will be charged $1,299 per month for the Personal CFO services ($15,588 per year).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Apm Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment Management Fee Schedule Accounts are assessed an annualized asset-based fee that is paid quarterly, in advance, as indicated in Table 1 below.”
- “Fees for partial quarters will be prorated based on the remaining days in the reporting period in which the firm services the account.”
- “The first billing cycle will include prorated fees applicable to the first partial quarter as well as the entirety of the immediately subsequent calendar quarter.”
How Apm Wealth’s fees compare
- Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
- 8 of the 34 other planners in Portland that publish an hourly rate charge less.
- Its annual fee of $15,588 is above the Oregon median of $7,750. 73% of the 33 other Oregon planners that publish an annual fee charge less.
- 9 of the 13 other planners in Portland that publish an annual fee charge less.
About Apm Wealth
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Physicians and dentists
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
- 3% a year
- Clients
- 79
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $47,405,200
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289340
- Phone
- (503) 218-3764
Can advise clients in 10 states: California, Connecticut, Florida, Louisiana, Maryland, North Carolina, New Jersey, Oregon, Pennsylvania, Texas
Other planners in Portland that publish fees
- Becker Capital Management, Inc.Portland$100-$500/hr
- Blue Water WealthPortland$2,000-$20,000
- Blueprint Financial Advisors, LLCPortland$250/hr
- Burgess Financial PlanningPortland$360/hr
- CLS Financial Advisors, Inc.Portland$350/hr, $1,000-$10,000
- Compass Investment Advisers, LLCPortland$250/hr
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.