Apex Tax & Financial Planning

Overview

Apex Tax & Financial Planning is a small, independent registered investment adviser operating as an LLC with an accounting and tax-focused practice. The firm targets individual and family clients and pairs financial planning and portfolio management with tax expertise — services include ongoing portfolio management for individuals and small businesses plus educational seminars and workshops. Fee arrangements combine a percentage-of-AUM model with hourly charges, which supports both managed relationships and one-off planning engagements. Investment emphasis tilts toward equities, with the firm favoring exchange-traded instruments as the primary vehicle for public market exposure. Apex does not identify as an ESG/impact investor and reports no role as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices