Apple & Company, Inc. fees and pricing
Financial planner in Nashville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 5, 2026, Apple & Company, Inc. charges $200-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$250/hr
“Hourly fees usually range from $200 to $250 per hour dependent upon the complexities of the financial situation and the level of work involved.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Apple & Company, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “As compensation for the Apple Management Program (AMP) investment advisory services offered, Apple & Company, Inc. receives an annual advisory fee, payable on a quarterly basis by each client.”
- “If the client chooses this option, the fee shall be payable upon receipt of a written invoice.”
- “All such exclusions or inclusions of assets will be described on your quarterly fee invoice.”
How Apple & Company, Inc.’s fees compare
- Its hourly rate of $200-$250 is below the Tennessee median of $275. 26% of the 111 other Tennessee planners that publish an hourly rate charge less.
- 2 of the 11 other planners in Nashville that publish an hourly rate charge less.
About Apple & Company, Inc.
“Apple & Company, Inc. provides “fee for service” financial planning and investment advice.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2006 (20 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
- 1.25% a year
- Clients
- 86
- 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
- $61,829,846
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142298
- Phone
- (615) 256-3807
Other planners in Nashville that publish fees
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Brewer Financial StrategiesNashvilleUp to $5,000
- Cairn Financial GroupNashville$400/hr
- Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500-$5,000
- Decker Wealth Management, LLCNashville$1,000-$10,000
- Fielder Capital Group LLCNashville$25,000-$180,000/yr
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.