AP Wealth Management logo

AP Wealth Management

Updated today

Client AUM

$328,885,348

Clients

269

Advisors

5

of 7 employees

About

AP Wealth Management provides fee‑only financial planning and discretionary and non‑discretionary investment management primarily for high‑net‑worth individuals and families, and also for institutional clients such as charitable organizations and employer retirement plans. The firm offers ongoing wealth management alongside its comprehensive Lifetime Financial Solution planning process and works with clients across taxable and retirement accounts.

The firm uses an asset‑allocation framework that categorizes holdings into four client‑specific buckets (relative return, Attain, opportunistic, and Protect) to align portfolios with each client’s risk/reward profile. Portfolios are implemented with a mix of open‑end mutual funds, ETFs, closed‑end funds, individual equities and fixed income, and also include less‑conventional vehicles such as structured notes and non‑public REITs when appropriate.

Compared with many peer teams, AP Wealth’s service set includes acting as an ERISA 3(38) investment manager for qualified plans and providing 3(21) plan advisory and participant education, and it routinely uses closed‑end and structured products that can be less liquid or carry different risks than standard fund holdings. The firm custodizes client assets at Charles Schwab Institutional, does not accept soft‑dollar benefits, and recently changed its policy to no longer vote proxies on clients’ behalf, leaving proxy materials to be delivered directly by the custodian.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing

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Fee options

Fixed

Financial planning fees start at $5,000; flat fees also charged for advisory services to qualified retirement plans

Percentage

Up to 1.45% annually (negotiable)

Other

Account minimum: $1,000,000 Fee-only: Fee-only financial planning and investment management services; comprehensive financial planning starts at $5,000 (may be waived if ongoing wealth management services engaged)

Main office

1100 Frazier Drive

Augusta GA 30909

Advisors at this office

5

Most active in

Florida · Georgia · New Hampshire · North Carolina · South Carolina · Texas

Also doing business as

Ap Wealth Management · Ap Wealth Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eugene M

CFP®

Augusta, GA

AP Wealth Management

Eugene Mc Manus III is a CFP® professional at AP Wealth Management with experience beginning in 2026. Prior to joining AP Wealth Management, he spent ten years at PricewaterhouseCoopers LLP. AP Wealth Management provides fee-only financial planning and investment management services primarily for high-net-worth individuals and families, as well as institutional clients such as charitable organizations and retirement plans. The firm employs an asset-allocation approach segmented into client-specific categories and includes a range of investment vehicles from mutual funds and ETFs to structured notes and non-public REITs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
user avatar

Clayton Q

CFP®, Series 66

Augusta, GA

AP Wealth Management

Clayton Quamme is a CFP® with nine years of industry experience, currently serving as a financial advisor at AP Wealth Management in Augusta, GA. He previously worked at Calvary Wealth, LLC for six years and has served as an intelligence officer in the US Army Reserves since 2012. AP Wealth Management provides fee-only financial planning and investment management primarily for high-net-worth individuals, families, and institutional clients. The firm employs an asset-allocation framework tailored to client risk profiles and offers services including ERISA 3(38) management and plan advisory, utilizing a range of investment vehicles from mutual funds to structured products.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
user avatar

Thomas O

Series 65

Augusta, GA

AP Wealth Management

Thomas O’Gorman is a financial advisor with AP Wealth Management and holds a Series 65 credential. He has 11 years of industry experience, including roles at Augusta Capital Investors and Equus Management. Since 2016, he has been with AP Wealth Management, a team of five advisors based in Augusta, GA. AP Wealth Management provides fee-only financial planning and investment management for high-net-worth individuals, families, and institutional clients. The firm employs a client-specific asset allocation framework that uses a variety of investment vehicles, including structured notes and non-public REITs, and offers services such as ERISA 3(38) investment management and plan advisory.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
user avatar

Eugene M

CFP®, PFS™, Series 63, Series 65

Augusta, GA

AP Wealth Management

Eugene Mcmanus is a CFP® and PFS™ credentialed advisor with 22 years of industry experience. He is a managing member of AP Wealth Management in Augusta, GA, where he has worked since 2011. Prior to that, he spent six years at Augusta Capital Investors, LLC. AP Wealth Management is a team-based firm serving high-net-worth individuals, families, and institutional clients with fee-only financial planning and investment management. The firm employs a client-specific asset-allocation framework and offers services including ERISA 3(38) investment management and plan advisory.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
user avatar

William F

CFP®, Series 63, Series 65

Augusta, GA

AP Wealth Management

William Fair is a CFP® professional with 22 years of industry experience. He has worked at AP Wealth Management since 2011 and previously was affiliated with Augusta Capital Investors, LLC and Augusta Capital Management, LLC. Fair holds Series 63 and Series 65 licenses and maintains a non-variable insurance license outside of his advisory role. AP Wealth Management is a team-based firm serving high-net-worth individuals, families, and institutional clients with fee-only financial planning and investment management. The firm employs a multi-bucket asset allocation strategy across a range of investment vehicles and provides specialized services including ERISA 3(38) investment management and participant education for qualified plans.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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