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 flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans, offering packaged Comprehensive and Enhanced planning engagements plus ongoing subscription support. The firm emphasizes financial planning as its core service rather than discretionary portfolio management; clients retain control of their investment accounts and implement recommended strategies themselves. The firm’s investment guidance stresses passive, long-term indexing, simple asset allocation, cash-flow management, and periodic rebalancing rather than stock selection or market timing. Aptus supports implementation and client education through structured touchpoints — regular review meetings, a monthly newsletter, and targeted educational programming such as a Foundation Plan for residents and employer financial-wellness/PSLF offerings. Aptus is distinctive among similarly sized team advisors for operating a distributed group across multiple offices and remote planners while also publishing periodicals and delivering workshops and employer-facing programs, features that are relatively uncommon in the peer set. The firm’s business model relies on fixed planning fees and subscription-based ongoing support instead of percentage-of-AUM billing, and it commonly serves as a retirement-plan advisor (including 3(38) services) in addition to its individual planning work.
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.
You can also browse Aptus Financial, LLC's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)