A complete list of active advisors currently associated with Applied Capital Management, LLC

Warmer can help you find a great advisor at Applied Capital Management, LLC or one who fits your needs even better.

Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates and small businesses and reports serving about 500 clients. Its written plans address investments, taxes, insurance, retirement, estate matters and related administrative support. The firm does not manage or custody client investment assets and reported $0 assets under management as of 12/31/2025; services focus on drafting plans, ongoing consulting (including up to 12 months of follow-up) and access to a client portal for plan maintenance. Implementation of recommendations is typically carried out through affiliated registered representatives or licensed insurance agents, and the firm charges fixed or hourly planning fees rather than percentage‑of‑AUM advisory fees. Compared with many peers, ACM operates with a very high client‑to‑advisor ratio (one advisor serving roughly 500 clients) and conducts periodic multi‑session financial seminars for high schools and colleges. Related persons are separately licensed as insurance agents/brokers and as registered representatives of a broker‑dealer, and ACM discloses that commissions and product‑availability constraints associated with those roles can create conflicts of interest when implementing plan recommendations.

To learn more about the advisors currently working at Applied Capital Management, LLC, 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.