A complete list of active advisors currently associated with Apex Fiduciary Advisors LLC

Warmer can help you find a great advisor at Apex Fiduciary Advisors LLC or one who fits your needs even better.

The firm provides financial planning, discretionary and non‑discretionary investment management, and qualified plan consulting to individuals, high‑net‑worth clients, families, trusts, estates, businesses, charities, and qualified plans. It reports about $47.8 million in assets under management, with most of those assets held on a non‑discretionary basis. Portfolios are customized using a strategic asset allocation framework with fifteen target risk allocations and a proprietary methodology; the firm does not use off‑the‑shelf model portfolios and typically pairs investment management with a comprehensive financial plan. It offers both discretionary and non‑discretionary engagement terms, monitors client accounts at least annually, and uses a mix of fundamental, technical, cyclical, quantitative, and qualitative analysis to guide tactical adjustments. What distinguishes the firm from many peers is its affiliated tax advisory entity and its explicit arrangements with outside insurance carriers and registered broker‑dealers to address clients’ insurance and broker‑dealer product needs, reflecting closer integration of tax and insurance services than is common. The large share of non‑discretionary AUM relative to discretionary AUM also sets its client relationships apart, suggesting many clients retain final trading authority.

To learn more about the advisors currently working at Apex Fiduciary Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.