A complete list of active advisors currently associated with Aptus Financial, LLC

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

Aptus Financial provides financial planning and advisory services to individuals, trusts, foundations, companies, and employer-sponsored defined contribution retirement plans, and it also offers employer-focused programs such as financial wellness and Public Service Loan Forgiveness (PSLF) implementation. The firm emphasizes ongoing planning and education and performs tailored planning work for clients rather than managing client assets directly. Aptus’s approach centers on helping DIY investors implement a passive, long-term indexing strategy through education about low-cost index mutual funds and ETFs, asset allocation, and cash-flow management; the firm does not select individual stocks, exercise investment discretion, or custody client assets. Financial planning is personalized to client circumstances and updated through regular reviews and ongoing support tiers that include written to-do lists and planner outreach. Distinctive features in Aptus’s brochure include a flat-fee and subscription pricing model (one-time planning engagements plus monthly support) instead of percentage-of-AUM billing, a formal monthly newsletter and client communications program as part of ongoing monitoring, and a stated focus on clients who manage their own portfolios. The brochure also discloses prior state regulatory consent orders related to notice-filing that have since been remedied and that the firm is notice-filed in multiple states, which is a notable compliance history compared with many peers.

To learn more about the advisors currently working at Aptus Financial, 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.