Apis Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning to individual clients, including high‑net‑worth households. Services include ongoing portfolio management guided by client‑specific investment policies and two types of planning engagements: a comprehensive Foundation Service (discrete or ongoing) and Point‑in‑Time engagements for targeted issues.
Portfolios are built around asset‑allocation targets and are managed using a blend of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory principles to address risk and diversification. Onboarding and planning use secure, encrypted data‑aggregation tools to compile client information, accounts are reviewed quarterly, and services may be provided on a discretionary or non‑discretionary basis.
Distinctive features include a fee‑only model (no commissions or product sales), fixed‑fee planning options with staged deliverables, and no stated account minimum. The firm reports approximately $4,078,011 in discretionary assets across eight clients, recommends custody with Schwab and receives institutional services from that custodian, and discloses that it does not vote client proxies; the principal also holds an insurance license but does not sell insurance products to clients.
Client services
Expertise
Fee options
Fixed fees for financial planning services: Foundation Service $2,400 to $12,000; Point-in-Time Service $180 to $6,000.
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
Fee-only: Financial planning fixed fees range from $180 to $12,000 depending on complexity and service type.
Main office
Villa Park IL
Advisors at this office
2
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Ryan F
Series 66, Series 65, Series 63
Villa Park, IL
Apis Financial Group, LLC
Ryan Finn is a financial advisor at Apis Financial Group, LLC with 12 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked at firms including E*Trade Securities and Great Point Capital. Finn is also president of Command Financial Group LLC, a mortgage brokering business. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a disciplined approach using asset allocation, fundamental and technical analysis, and Modern Portfolio Theory principles, offering fee-only services with no account minimums.
Peter S
Series 63, Series 65, Series 66
Villa Park, IL
Apis Financial Group, LLC
Peter Soltesz is a financial advisor with Apis Financial Group, LLC, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and Count Consulting, LLC. Outside of finance, he serves as president of the Cook-Dupage County Beekeepers Association. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a blend of fundamental, technical, and cyclical analysis along with Modern Portfolio Theory principles to build diversified portfolios, offering both comprehensive and targeted planning engagements.
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