Apogee Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“For limited financial consulting engagements, AWA charges an hourly fee of $500 per hour, with an estimated number of hours provided in advance.”

Flat or project fee

$2,500⁠-⁠$10,000

“AWA charges a fixed fee ranging from $2,500 to $10,000 for one-time full financial plans.”

Annual fee

$2,500⁠-⁠$10,000/yr

“The fixed annual fee ranges from $2,500 to $10,000 and is paid monthly in advance.”

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

How Apogee Wealth Advisors bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “The fees are charged quarterly in advance and are based on the average daily account balance for the period for the prior quarter.”
• “This fee is billed monthly ($6.25) in arrears for clients who have a household average daily balance below $100,000 that month.”

How Apogee Wealth Advisors’ fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Danville that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Danville that publish a flat or project fee charge less.
• Its annual fee of $2,500-$10,000 spans the California median of $6,250. 50% of the 224 other California planners that publish an annual fee charge less.

About Apogee Wealth Advisors

• Principal: Kerri Kimball
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

1.25% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341202

Website

apogeewa.com (opens in new tab)

Phone

(212) 256-1233

Can advise clients in 3 states: California, Connecticut, New York

Other planners in Danville that publish fees

• Arden Wealth ManagementDanville$200⁠-⁠$2,000
• Dolan Partners LLCDanville$8,000
• Gallagher Wealth ManagementDanville$300/hr, $3,000⁠-⁠$10,000
• Global Wealth HarborDanville$500⁠-⁠$8,000, $100⁠-⁠$800/mo
• Greykasell Wealth Strategies, Inc.Danville$6,200
• Power InvestingDanville$360/hr

Compare all 13 planners in Danville