Apogee Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management, one-time and ongoing financial planning, and retirement-plan consulting to individuals and high‑net‑worth clients. It also delivers services for qualified retirement plans, including acting as an ERISA 3(38) investment manager, and offers portfolio management through third‑party platforms and bundled program arrangements.
Investment programs are implemented on a discretionary basis and are tailored to client goals, time horizons and risk tolerance, using fundamental and technical analysis and a mix of long‑ and short‑term strategies with periodic (quarterly) account reviews. The firm may appoint sub‑advisors or engage platform managers for portfolio construction and execution while retaining overall client oversight and fiduciary responsibility.
What is noteworthy is the firm’s explicit use of affiliations with other investment advisers and its ability to delegate discretionary management to sub‑advisors or platform providers (e.g., Orion Portfolio Solutions and a bundled Altruist One program), arrangements that are uncommon among independent peers. The brochure also discloses an affiliated insurance practice that generates commission income and notes the firm was founded in 2026 and currently reports no client assets, factors prospective clients may consider when evaluating scale and potential conflicts.
Client services
Expertise
Fee options
One-time full financial plan fees range from $2,500 to $10,000; Ongoing financial planning at fixed annual fee $2,500 to $10,000
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $5,000,000: 1.10% annually $6,000,000.01 - $10,000,000: 0.90% annually $10,000,000.01+: 0.70% annually
Advisor representatives receive commissions on insurance products sold as licensed insurance agents
Limited financial consulting engagements charged at $500 per hour
Account minimum: $500,000 Fee-only: One-time financial plan: $2,500 - $10,000 fixed fee; Limited financial consulting: $500/hour; Ongoing financial planning: $2,500 - $10,000 fixed annual fee paid monthly in advance
Main office
Danville CA
Advisors at this office
1
Most active in
California · Connecticut · New York · Texas
Also doing business as
Apogee Wealth Advisors · Kimball, Kerri Lynn
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.
Is not active or affiliated with:
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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
Quick links
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