Apollon Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“Planning fees typically start at $5,000 and can cost in excess of $50,000, depending on the scope and complexity of the engagement.”

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

How Apollon Wealth Management, LLC bills

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

• “Apollon Wealth’s advisor fees are negotiable and are based on several factors as described below.”
• “For subsequent quarters, the advisory fee is typically payable in advance, based upon the market value of the assets being managed by Apollon Wealth on the last day of the previous billing period.”
• “In certain instances, based on the specific investment management program that a Client invests, the Clients may be billed in arrears rather than advance and/or monthly rather than quarterly.”

How Apollon Wealth Management, LLC’s fees compare

• Its flat or project fee of $5,000 is above the South Carolina median of $3,000. 58% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Mount Pleasant that publish a flat or project fee charge less.

About Apollon Wealth Management, LLC

• Firm size: 199 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Business owners
• Charitable giving

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

2.25% a year

Clients

8,310

Employees

199

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, insurance companies, and businesses

Services reported to regulators

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

Assets managed

$11,563,665,739

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

291902

Website

bridgemark.apollonwealth.com (opens in new tab)

Phone

(843) 579-0018

Can advise clients in 50 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Mount Pleasant that publish fees

• Baker Asset Management, LLCMount Pleasant$100/hr, $2,500
• Black Dog Financial Planning LLCMount Pleasant$250/hr, $149⁠-⁠$449/mo
• Flip Flops and Pearls Financial PlanningMount Pleasant$500/hr, $2,000⁠-⁠$10,000
• Flowrate Financial, LLCMount Pleasant$250/hr, $4,000
• J. Benjamin Financial, LLCMount Pleasant$5,000⁠-⁠$30,000
• Kingsley FinancialMount Pleasant$500/hr, $3,600⁠-⁠$20,000/yr

Compare all 16 planners in Mount Pleasant