Apollo Wealth Management
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About
Apollo Wealth Management serves individual and high-net-worth clients, providing ongoing portfolio management and financial planning tailored to each client’s goals and risk tolerance. The firm also offers client-facing estate document tools to create wills and trusts, and it typically uses asset-based billing for its advisory services, a common practice among similar firms.
Investment decisions are implemented from documented Investment Policy Statements and may be made on a discretionary basis; the firm employs a mix of analytical approaches — including fundamental, technical, quantitative analysis, and modern portfolio theory — and pursues both long- and short-term strategies. Apollo accepts performance-based compensation from qualified clients (a share of capital appreciation) and discloses high-water-mark provisions and procedures intended to address the added incentives and conflicts those arrangements can create.
Several firm representatives maintain insurance licenses and may recommend insurance products for which they receive outside compensation; the brochure discloses this potential conflict and describes periodic review and disclosure practices to mitigate it. The firm operates with a small advisory team relative to its client base, offers fixed-fee wills and trusts via an online self-service process, and has documented policies for aggregated (block) trading — features that set its service mix apart from many peers.
Client services
Expertise
Fee options
Fixed fees for financial plans: $20 to $15,000; Wills $179; Trusts $449; combined portfolio management & financial planning: $20 to $20,000 annually
Up to 1.50% annually
Licensed insurance agents receive commissions on insurance product sales that are separate from advisory fees.
Between $20 and $140 per hour
20% of capital appreciation for qualified clients, with 0% annual AUM fee
Main office
5022 Canaan Center Rd
Wooster OH 44691
Advisors at this office
2
Most active in
Ohio · Texas
Also doing business as
Apollo Wealth Management · Apollo Wealth Management LLC · Apollo Wealth Management, 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:
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
Advisors at this firm
Gretchen C
CFP®
Wooster, OH
Apollo Wealth Management
Gretchen Carr is a CFP® professional with three years of industry experience currently with Apollo Wealth Management. She has previously worked with AE Wealth Management, LLC and Apollo Investment Advisors. In addition to her advisory work, she is involved in insurance sales through Star Strategies, LLC. Apollo Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm utilizes a variety of analytical approaches and both long- and short-term strategies, offering services such as client-facing estate document tools and maintaining documented policies for aggregated trading.
Gregory S
Series 65
Wooster, OH
Apollo Wealth Management
Gregory Stell is a financial advisor at Apollo Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Kosmin Wealth Management and AE Wealth Management. Outside of advisory roles, he serves as managing member of Wooster Financial Group, where he is involved in insurance sales, and he also advises clients on fixed indexed annuities and life insurance through Star Strategies. Apollo Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning tailored to client goals and risk tolerance. The firm employs a range of analytical approaches, including fundamental, technical, and quantitative analysis, and offers estate planning tools alongside advisory services.
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