Apex Tax & Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 310747
- Website
- apextaxfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.08%
- Individuals9.92%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Apex Tax & Financial Planning is a Washington-registered limited liability company operating as an independent RIA focused on individual and family clients. The firm combines accounting services with advisory work, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Ownership is individual, and the firm charges clients either a percentage of assets under management or fixed fees. Apex does not emphasize ESG investing and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Investment Grade Corp Bonds31%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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