Apollo Wealth Management, LLC fees and pricing
Financial planner in Lancaster, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Apollo Wealth Management, LLC charges $100-$200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$200/hr
“The Firm’s hourly fee is generally billed at a rate between $100 to $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Apollo Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is payable in advance or in arrears depending on the terms negotiated with the client and is based on the amount of the assets to be managed as of the first business day of each quarter.”
- “Clients whose assets are invested in mutual funds may also pay fees associated with such investments, which may include investment advisory fees, and which are separate and distinct from the investment management fees payable to Apollo.”
- “Hourly fee-based clients are billed on a monthly basis upon completion of work.”
How Apollo Wealth Management, LLC’s fees compare
- Its hourly rate of $100-$200 is below the New York median of $300. 3% of the 301 other New York planners that publish an hourly rate charge less.
About Apollo Wealth Management, LLC
“Established in 2007 as a sole proprietorship by William Ochocinski, Apollo Wealth Management, LLC (the “Firm” or “Apollo”) was formed in April 2014 and offers fee-based investment advice, including portfolio management, financial planning, and pension consulting services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2007 (19 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 7
- Employees
- 1
- Works with
- Individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $39,336,809
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144673
- Phone
- (716) 783-1610
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/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.