A complete list of active advisors currently associated with Brian Apple Retirement Planning LLC

Warmer can help you find a great advisor at Brian Apple Retirement Planning LLC or one who fits your needs even better.

The firm provides comprehensive financial planning and individual investment management for individuals and high‑net‑worth clients. Services include stand‑alone and ongoing planning with a specialized focus on tax and Social Security integration, and portfolio management using model portfolios accessed through a third‑party model marketplace. Its investment approach combines fundamental analysis, asset allocation, and financial planning to create tailored, diversified portfolios aligned with clients’ objectives and risk tolerances; portfolios are monitored and rebalanced as client circumstances or market conditions change. The firm uses model portfolios (including third‑party and platform‑generated models), can build custom models, and offers discretionary management for individual accounts. Noteworthy features relative to peers include offering fixed‑fee stand‑alone financial planning and a formal process for selecting third‑party advisers via a model marketplace—both of which are uncommon for firms in this category. The firm currently has no managed assets, does not act as a private fund adviser, and discloses the principal’s outside activities (a small business, volunteer tax‑preparation work, and development of a book on Social Security and tax integration).

To learn more about the advisors currently working at Brian Apple Retirement Planning 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.

Name	Location	Years of experience
Brian Apple	Hampstead, NC	0

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