A complete list of active advisors currently associated with George J. Appel

Warmer can help you find a great advisor at George J. Appel or one who fits your needs even better.

The firm provides fee-only financial planning and investment advice to individuals, families, small businesses, trusts and estates, offering ongoing planning engagements, investment reviews, and occasional assistance with employer retirement plans. Its clientele is primarily composed of non‑high‑net‑worth individuals rather than affluent households, with services ranging from single‑topic hourly retainers to bundled ongoing planning. Investment services are delivered largely on a non‑discretionary basis — the firm performs periodic account reviews, research and written recommendations while clients retain final trading authority — an arrangement that is uncommon among peers. The advisor uses third‑party research and portfolio tools (Morningstar, Riskalyze, Kwanti and others), does not accept commissions, and has discontinued offering third‑party discretionary sub‑advisor programs. Noteworthy distinctions include a fee model that emphasizes flat fees, retainers and fixed‑dollar account billing instead of typical percentage‑of‑assets pricing, and a practice that generally does not take custody or discretionary trading authority. The firm combines comprehensive planning (estate, tax, retirement distribution strategies) with ancillary services such as seasonal tax return preparation and trustee duties, and operates under a CFP® fiduciary standard.

To learn more about the advisors currently working at George J. Appel, 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.