APEX Tax & Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Apex Tax & Financial Planning provides personalized financial planning and wealth management to individuals, high‑net‑worth individuals, business owners, trusts, and other clients including financial advisors. Its offerings include tax‑aware financial planning, retirement and estate planning, education funding, and investment management on both discretionary and non‑discretionary bases.
The firm structures portfolios around a written Investment Policy Statement and a total‑return framework, employing both active and passive strategies and a broad set of instruments (mutual funds, ETFs, individual stocks and bonds, structured notes, commodity ETFs, and options where appropriate). Planning incorporates cash‑flow analysis, scenario and Monte Carlo modeling, quarterly account reviews, and a preference to custody assets at Charles Schwab or Interactive Brokers.
Noteworthy for a firm of this size, Apex is affiliated with an accounting practice, Apex Tax & Financial Solutions, owned by the same principal, which provides tax return preparation and related tax planning services that may be recommended to clients for a separate fee. The firm also delivers occasional free educational seminars and explicitly serves business owners and other financial professionals as clients, an operational mix that is less common among independent solo advisers.
Client services
Expertise
Occupation focus
Fee options
Financial planning services generally provided for fixed fee between $750 and $1,250.
$0 - $500,000: 0.50% (Passive Management) $500,001 - $1,000,000: 0.40% (Passive Management) $1,000,001+: 0.30% (Passive Management) $0 - $500,000: 0.75% (Active Management) $500,001 - $1,000,000: 0.65% (Active Management) $1,000,001+: 0.50% (Active Management)
Fee-only: Financial planning fees typically range from approximately $750 to $1,250 (fixed fee); may be negotiated as flat fee or based on assets involved.
Main office
Kent WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Apex Tax & Financial Planning · Apex Tax & Financial Planning LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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