Apricity Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Apricity Financial Planning is a fee-only independent investment adviser that works with individuals, high-net-worth individuals, and small businesses, providing ongoing and project-based financial planning as well as discretionary investment management. The firm offers portfolio management for clients and also provides educational seminars, workshops, and speaking engagements for organizations and the public.
The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory and typically implements portfolios using mutual funds and ETFs with a passive management orientation; when engaged for investment management it acts with discretionary authority to implement client-specific allocation targets. Financial planning engagements are collaborative and ongoing, with project-based work available to address discrete issues such as business planning, retirement and distribution strategies, tax considerations, and estate planning.
Apricity is a small, solo-practitioner practice with a modest number of clients and AUM, and the brochure describes regular, hands-on coordination with clients’ other professionals as part of its service model. It also regularly offers fee-based educational seminars and speaking engagements that are explicitly educational (not individualized advice), and the firm’s principal maintains public-facing activities such as podcasting and movement/mindfulness instruction, all of which are less common among independent advisers of this size.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Fee-only: Ongoing Financial Planning: $250 to $500 per month (negotiable); Project-Based Financial Planning: $3,000 to $8,000 (negotiable); Educational Seminars/Workshops/Speaking Engagements: $2,500 to $6,000 per seminar or $35 to $1,550 per individual (negotiable)
Main office
6901 Providence Street
Whitehouse OH 43571
Advisors at this office
1
Most active in
Ohio
Also doing business as
Apricity Financial Planning · Apricity Financial Planning, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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