Aps Investment Management Group fees and pricing

Financial planner in Jackson, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 4, 2026, Aps Investment Management Group charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Our fees are generally $250/hour, which may be negotiable in certain circumstances.”

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

“The client will be invoiced directly for the fees.”
“We charge our advisory fees quarterly in advance.”
“In the event that you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”

Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 557
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $197,246,667
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 153504
Website: apsadvisors.com (opens in new tab)
Phone: (209) 223-0460

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date?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.