APEX Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
7
Advisors
3
of 3 employees
About
The firm provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations and corporations, delivering advice on retirement planning, college funding, estate planning and insurance planning. Services are provided through education, written plans and consultation, with implementation and administration support when directed by the client.
The firm follows a valuation-driven, fundamental and long-term investment philosophy and seeks to construct portfolios that align with each client’s risk profile and target asset allocation. Portfolio implementation and ongoing management are carried out primarily by third‑party discretionary managers (including Morningstar Investment Management), with the firm conducting reviews and client meetings rather than directly managing most individual portfolios in-house.
Compared with many solo independent advisers, the firm’s principal is a Certified Public Accountant with extensive tax and accounting experience, and the advisory practice is affiliated with separate insurance and tax/accounting entities that share administrative staff and can offer insurance and tax preparation services. The combination of CPA expertise, formal affiliations with both insurance and accounting businesses, and explicit services for closely held and corporate clients (including cash‑flow consulting and exit‑planning support) is atypical for a firm of this size.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-based flat fees may be agreed upon for services such as comprehensive financial plans, based on complexity and asset level.
Up to 1.1% annually
Insurance and annuity product sales are compensated through commissions paid by the insurance company; no separate fee for insurance planning if commissionable products are used.
Up to $500 per hour for professional consultation; up to $150 per hour for staff administration; fees are negotiable.
Main office
624 W Hastings Rd, Suite 3
Spokane WA 99218-2817
Advisors at this office
3
Most active in
Washington
Also doing business as
Apex Advisory Group · Apex Advisory Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Rebecca J
Series 63, Series 65
Spokane, WA
APEX Advisory Group, Inc.
Rebecca Jensen is a financial advisor at APEX Advisory Group, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding APEX Advisory Group in 2020, she worked at NYLIFE Securities LLC and New York Life Insurance Co. and has a background with Sphyra, LLC and Max Q Training Company, Inc. She is also the managing member of No Worries CFO, LLC, a tax preparation and accounting firm. APEX Advisory Group provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a valuation-driven, fundamental, long-term investment approach and utilizes third-party discretionary managers for portfolio implementation, while offering tax, insurance, and exit-planning services through affiliated entities.
Bill S
Series 63
Spokane, WA
APEX Advisory Group, Inc.
Bill Smith is a financial advisor at APEX Advisory Group, Inc. in Spokane, WA, with 36 years of industry experience. He holds a Series 63 designation and has worked with Questar Capital Corporation and Questar Asset Management. In addition to his advisory role, he spends limited time selling insurance products. APEX Advisory Group provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a valuation-driven, fundamental, and long-term investment philosophy, primarily using third-party discretionary managers for portfolio implementation and management, while offering specialized tax, insurance, and exit-planning support.
Richard T
ChFC®, Series 63, Series 65
Spokane, WA
APEX Advisory Group, Inc.
Richard Tiffany is a financial advisor with APEX Advisory Group, Inc. in Spokane, WA. He holds the ChFC® designation and securities licenses Series 63 and Series 65, and has eight years of industry experience. He has worked at Capital Financial Services, Inc. since 2014 and with Guardian Life Insurance Co. of America since 2011. He is also involved in fixed insurance through various insurance companies. APEX Advisory Group provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm follows a valuation-driven, fundamental, and long-term investment approach, primarily using third-party discretionary managers for portfolio implementation and management, while offering services that include retirement planning, estate planning, and insurance planning.
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