Advisor at Apollon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Apollon Wealth Management, LLC
Location
Mount Pleasant, SC 29464
Credentials
Series 66
Industry experience
12 years
Adam Bonner is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Cabot Lodge Securities LLC, South State Bank, and LPL Financial. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed strategies with local portfolio oversight, using both fundamental and tactical approaches alongside tax-aware tools and independent sub-managers.
Based on Apollon Wealth Management, LLC
Based on Apollon Wealth Management, LLC
Financial planning fees typically start at $5,000 and can exceed $50,000, charged as one-time fixed fee or annual fixed fee.
Certain IARs may receive commissions for insurance product sales; also registered representatives receive commissions and 12b-1 fees separately from advisory fees.
Account minimum: $250,000 (may be waived or reduced at Advisor’s sole discretion)
111 Coleman Blvd, Suite 402
Mount Pleasant, SC 29464
South Carolina
Cabot Lodge Securities LLC
2023 - Present (3 years)
Apollon Wealth Management, LLC
2022 - Present (4 years)
South State Bank
2014 - 2022 (8 years)
LPL FINANCIAL
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Charleston, SC
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Series 65
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Reconstructing Wealth
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
CFP®, ChFC®, Series 63, Series 66
Charleston, SC
Calidris Financial, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
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