PlannerFees

Apple Tree Asset Management, LLC fees and pricing

Financial planner in Fort Wayne, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 26, 2026, Apple Tree Asset Management, LLC charges $250 an hour, a flat or project fee of $1,000⁠-⁠$5,000, and an annual fee of $1,000⁠-⁠$50,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“We assess an hourly rate of $250 for financial consulting services with a minimum of one hour per engagement.”
Flat or project fee
$1,000⁠-⁠$5,000
“We charge a fixed fee that ranges from $1,000 to $5,000 for comprehensive financial planning.”
Annual fee
$1,000⁠-⁠$50,000/yr
“We charge an annual fixed fee ranging between $1,000 to $50,000.”

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

How Apple Tree Asset Management, LLC bills

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

  • “All financial planning and consulting fees are agreed upon signing the financial planning and consulting agreement and collected upon delivery of the financial plan or consulting service.”
  • “The fees are negotiable and may be waived at the firm’s discretion.”
  • “Apple Tree Asset Management, LLC Page 6 ADV Part 2A – 3/26/2026 The management fee is calculated and billed monthly in arrears using the daily average assets under management (AUM).”

How Apple Tree Asset Management, LLC’s fees compare

  • Its hourly rate of $250 matches the Indiana median of $250. 34% of the 119 other Indiana planners that publish an hourly rate charge less.
  • 4 of the 7 other planners in Fort Wayne that publish an hourly rate charge less.
  • Its flat or project fee of $1,000-$5,000 is below the Indiana median of $5,000. 33% of the 84 other Indiana planners that publish a flat or project fee charge less.
  • 1 of the 3 other planners in Fort Wayne that publish a flat or project fee charge less.
  • Its annual fee of $1,000-$50,000 spans the Indiana median of $5,000. 100% of the 36 other Indiana planners that publish an annual fee charge less.

About Apple Tree Asset Management, LLC

“We offer comprehensive financial planning along with single issue financial consulting services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning

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
1.5% a year
Clients
780
Employees
7
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$151,850,105
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
298437
Website
appletreefinancialgroup.com (opens in new tab)
Phone
(260) 637-7278

Can advise clients in 4 states: Florida, Indiana, Michigan, Ohio

Other planners in Fort Wayne that publish fees

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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.