Alvin Wolcott II
Advisor at APEX Tax & Financial Planning
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.
Advisor at APEX Tax & Financial Planning
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
APEX Tax & Financial Planning
Location
Kent, WA
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
11 years
Alvin Wolcott is a CFP® with 11 years of industry experience, currently serving as the sole advisor at APEX Tax & Financial Planning in Kent, WA. He previously worked at Pacific Portfolio Consulting, LLC and Synergy Asset Management LLC. Alvin is also the owner of a CPA firm, Apex Tax & Financial Solutions, which he manages alongside his advisory work. APEX Tax & Financial Planning provides personalized financial planning and investment advisory services to individuals, business owners, and trusts. The firm employs a written Investment Policy Statement, combining active and passive strategies with a tax-aware planning process, and offers both discretionary and non-discretionary management options.
Based on APEX Tax & Financial Planning
Based on APEX Tax & Financial Planning
Negotiated flat fee for financial planning services in some cases; may require $500 deposit
$0 - $500,000: 0.50% (Passive Management) $500,000 - $1,000,000: 0.40% (Passive Management) $1,000,000+: 0.30% (Passive Management) $0 - $500,000: 0.75% (Active Management) $500,000 - $1,000,000: 0.65% (Active Management) $1,000,000+: 0.50% (Active Management)
$300 per professional hour spent on the project for financial planning
Kent, WA
Washington
Apex Tax & Financial Planning LLC
2020 - Present (6 years)
Apex Tax & Financial Solutions, LLC
2020 - Present (6 years)
Synergy Asset Management LLC
2020 - 2022 (2 years)
Pacific Portfolio Consulting, LLC
2014 - 2019 (5 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
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