A complete list of active advisors currently associated with Apple & Company, Inc.

Warmer can help you find a great advisor at Apple & Company, Inc. or one who fits your needs even better.

Apple & Company, Inc. provides discretionary portfolio management through its Apple Management Program and fee‑for‑service financial planning to individuals, businesses and trusts, covering retirement, tax, insurance, college funding and qualified plan subaccount analysis. The firm’s brochure notes it commonly works with high‑net‑worth, accredited investors while also accepting clients without formal account minimums. The firm implements asset‑allocation models that combine mutual funds, ETFs and a range of alternative investments, emphasizing mutual funds that trade once per day to reduce intraday execution risk. Trading and rebalancing occur as conditions warrant and the firm also offers non‑management planning engagements billed hourly or as fixed fees. Notable features include the adviser’s dual registration with a broker‑dealer and licensing to offer insurance and annuity products, which the brochure discloses can generate commissionable transactions and potential conflicts of interest. The firm reports roughly $62 million in discretionary assets across about 86 clients and excludes certain illiquid alternative investments from fee calculations, practices that distinguish its client mix and fee treatment from many peers.

To learn more about the advisors currently working at Apple & Company, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.