Apollon Financial, LLC logo

Apollon Financial, LLC

Updated today

Client AUM

$1,446,898,433

Clients

1,256

Advisors

20

across 11 offices

About

Apollon Financial, LLC is an SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, families, family offices, trusts, estates, businesses and retirement plans. The firm manages roughly $1.45 billion through a team of 16 advisors and provides financial planning, discretionary and non‑discretionary portfolio management, retirement‑plan advisory, and access to private and alternative investments.

The firm blends centrally managed model strategies overseen by an Investment Committee with locally managed, advisor‑led portfolios and the use of sub‑advisers. Investment options and tools include ESG risk‑based models, Direct Indexing and tax‑aware techniques such as tax‑loss harvesting, and Apollon supplements its research and monitoring with third‑party technology and generative AI tools.

Apollon’s business model is notable for features that are less common among similar team firms: it operates a multi‑office advisor platform (seven offices), is affiliated with other registered investment advisers within its holding company and makes affiliated models available, and it acts as a sponsor of wrap fee programs. The firm also supports held‑away account connectivity via a third‑party provider (Pontera), participates in multiple LPL advisory programs, and offers curated private investment vehicles (including life settlements and DSTs), which together create a broader platform mix than many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments

Occupation focus

Self-Employed Founder/Business Owner Executive

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Fee options

Fixed

Financial planning and consulting services can be charged as flat fees, typically starting at $5,000.

Percentage

$0+: Up to 3.00% annually (negotiable and may vary based on factors) $10,000+: Optimum Market Portfolios Program minimum $25,000+: Model Wealth Portfolios Program minimum for lowest portfolio tier $50,000+: Manager Access Select minimum $5,000+: Guided Wealth Portfolios minimum $250,000+: Personal Wealth Portfolios Program minimum

Commissions

Commissions may be received by IARs acting as insurance agents or registered representatives for insurance or securities products.

Project-based

Hourly charges are reported but specific hourly amounts not clearly stated in brochure.

Other

Account minimum: $250,000 Fee-only: Fixed fees for financial planning typically start at $5,000 and can exceed $50,000, charged as one-time fixed or annual fee.

Main office

See office

111 Coleman Blvd, Suite 402

Mount Pleasant SC 29464

Advisors at this office

6

Most active in

Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Wisconsin

Also doing business as

Apollon Financial, LLC · Centerpoint · Foxen Financial

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Edward B

Series 66

Spartanburg, SC

Apollon Financial, LLC

Edward Beeker II is a Series 66-credentialed advisor with 18 years of industry experience. He is currently with Apollon Financial, LLC and has prior experience at LPL Financial, Good Life Advisors, and Waddell & Reed. Outside of his advisory role, he has been involved with insurance agencies and independent investment advisory services. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and utilizes a combination of centrally managed models, advisor-led portfolios, and sub-advisers, complemented by various investment strategies including ESG models and tax-aware techniques.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
user avatar

David T

CFP®, Series 63, Series 65

Mount Pleasant, SC

Apollon Financial, LLC

David Turner is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Apollon Financial, LLC and has previously worked at LPL Financial, Good Life Advisors, and Waddell & Reed, Inc. Outside of his advisory roles, he is involved in a health and wellness business through Melaleuca, Inc. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a combination of centralized model strategies and advisor-led portfolios.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Bradley S

Series 63, Series 66

Downers Drove, IL

Apollon Financial, LLC

Bradley Schaffnit is a financial advisor at Apollon Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Highpoint Advisor Group, LLC and LPL Financial, LLC. His outside business activities include involvement with Leaders Partners, Inc., a non-variable insurance firm. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Dory R

CFP®, Series 66

Downers Grove, IL

Apollon Financial, LLC

Dory Rodriguez is a financial advisor with Apollon Financial, LLC, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. Prior to joining Apollon Financial in 2024, he worked at LPL Financial and HighPoint Advisor Group LLC. He has additional business activities that include sales of non-variable insurance products. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a combination of centrally managed models, advisor-led portfolios, and sub-advisers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Janette J

Series 63, Series 65

Hickory, NC

Apollon Financial, LLC

Janette Jolly is a financial advisor at Apollon Financial, LLC with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Good Life Advisors, LPL Financial, and Waddell & Reed. Outside of her advisory role, she is also registered as a solicitor in Hickory, NC. Apollon Financial is an SEC-registered firm managing approximately $1.45 billion and serving a variety of clients including individuals, families, and businesses. The firm combines centrally managed model strategies with advisor-led portfolios and offers a broad range of investment options and technologies, including ESG models, Direct Indexing, and tax-aware techniques.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Daniel F

ChFC®, Series 63

Hinsdale, IL

Apollon Financial, LLC

Daniel Foxen is a financial advisor at Apollon Financial, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial and The New England. Outside of advisory work, he is involved in life and long-term care insurance sales through Foxen Financial, Inc. Apollon Financial is an SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, combining centrally managed model strategies with locally led portfolios and sub-advisers. Its investment approach includes ESG risk-based models, Direct Indexing, tax-aware techniques, and access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Brandon V

Series 63, Series 65

Mount Pleasant, SC

Apollon Financial, LLC

Brandon Vincent is a financial advisor at Apollon Financial, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Good Life Advisors, and Oakwood Capital. Vincent is also the owner of Vincent Enterprises LLC, a non-investment-related business. Apollon Financial, LLC serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans, managing approximately $1.45 billion. The firm combines centrally managed model strategies with advisor-led portfolios, offers ESG risk-based models, tax-aware techniques, and access to private and alternative investments through a multi-office, affiliated advisor platform.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Francis G

Series 63, Series 65

Downers Grove, IL

Apollon Financial, LLC

Francis Gutrich is a financial advisor at Apollon Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Highpoint Advisor Group, and J.P. Morgan Securities. Gutrich also provides investment advisory services through Apollon Financial, an independent registered investment advisory firm. Apollon Financial serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a blend of centrally managed models and advisor-led portfolios.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
user avatar

Robert R

ChFC®, Series 63, Series 65

Richfield, WI

Apollon Financial, LLC

Robert Ruelle is a ChFC® credentialed financial advisor with 25 years of industry experience. He is currently with Apollon Financial, LLC and has previously held roles at firms including Northwestern Mutual, Fidelity Investments, and LPL Financial. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm combines centrally managed model strategies with locally managed, advisor-led portfolios and utilizes investment options such as ESG risk-based models, Direct Indexing, and tax-aware techniques.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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Robert G

CFP®, ChFC®, Series 63, Series 66

Mount Pleasant, SC

Apollon Financial, LLC

Robert Gorman is a CFP® and ChFC® affiliated with Apollon Financial, LLC in Mount Pleasant, SC, with 21 years of industry experience. He has worked at Apollon Financial since 2022 and previously spent over a decade with Northwestern Mutual in various roles. Outside of his advisory work, Gorman maintains membership in the Screen Actors Guild. Apollon Financial is an SEC-registered firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion and combines centrally managed models with advisor-led portfolios, offering a range of investment strategies including ESG models, Direct Indexing, and tax-aware techniques.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
user avatar

Maureen J

Series 63, Series 65

Downers Grove, IL

Apollon Financial, LLC

Maureen James is a financial advisor with Apollon Financial, LLC in Downers Grove, IL. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her prior roles include positions at Highpoint Advisor Group and LPL Financial. In addition to her advisory role, she has provided bookkeeping services since 2001. Apollon Financial, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion with a team of 16 advisors, offering financial planning, portfolio management, and access to private and alternative investments through a combination of centrally managed models and advisor-led portfolios.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
user avatar

Michael H

Series 63, Series 65

Costa Mesa, CA

Apollon Financial, LLC

Michael Herman is a financial advisor at Apollon Financial, LLC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, United Capital Financial Advisers, LLC, PFE Advisors, Inc., and Girard Securities, Inc. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, discretionary and non-discretionary portfolio management, retirement-plan advisory, and access to private and alternative investments. Apollon combines centrally managed model strategies with locally managed, advisor-led portfolios and sub-advisers, incorporating ESG risk-based models, Direct Indexing, and tax-aware techniques alongside third-party technology and generative AI tools.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
user avatar

Glenn D

CFP®, Series 63

Mount Pleasant, SC

Apollon Financial, LLC

Glenn Dehollander is a CFP® with 27 years of industry experience, currently serving as an advisor at Apollon Financial, LLC. His prior experience includes positions at LPL Financial, Dehollander & Janse Financial Group, and Commonwealth Financial Network. Outside of financial advising, he has been involved in business entities related to real estate and tax investment purposes. Apollon Financial is an SEC-registered advisory firm managing approximately $1.45 billion across a team of 16 advisors. The firm serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering a blend of centrally managed and advisor-led portfolios with access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
user avatar

Glenn D

CFP®, Series 63, Series 65

Crownsville, MD

Apollon Financial, LLC

Glenn Drake is a CFP® professional with 38 years of industry experience, currently serving at Apollon Financial, LLC. He has previously worked at LPL Financial for six years and Wells Fargo Advisors Financial Network LLC for ten years. Outside of his advisory work, he co-manages a company 401(k) plan and holds ownership interests in several related business entities. Apollon Financial is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team-based approach that combines centrally managed model strategies with locally managed portfolios and access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
user avatar

Kayleigh Z

ChFC®, Series 66

Mount Pleasant, SC

Apollon Financial, LLC

Kayleigh Zarndt is a financial advisor at Apollon Financial, LLC with a ChFC® designation and five years of industry experience. She has worked at firms including LPL Financial, Northwestern Mutual Wealth Management Company, and Wealth Enhancement Advisory Services. Zarndt also holds a notary commission. Apollon Financial, LLC is an SEC-registered advisory firm that manages approximately $1.45 billion through a team of 16 advisors. The firm serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Self-Employed Founder/Business Owner Executive
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