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Alvin Wolcott II

Advisor at APEX Tax & Financial Planning

Updated today

Firm

APEX Tax & Financial Planning

Location

Kent, WA

Credentials

CFP®, Series 63, Series 65, Series 66

Industry experience

11 years

About

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.

Client services

Based on APEX Tax & Financial Planning

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on APEX Tax & Financial Planning

General tax planning Wealth management Tax-loss harvesting Passive / index investing

Occupation focus

Based on APEX Tax & Financial Planning

Founder/Business Owner

Fee options

Fixed

Negotiated flat fee for financial planning services in some cases; may require $500 deposit

Percentage

$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)

Project-based

$300 per professional hour spent on the project for financial planning

Location

Kent, WA

Most active in

Washington

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jessica K

CFP®

Issaquah, WA

Kirwin Financial LLC

In my mid-20s, I was making big financial decisions – rolling over a 401(k) after leaving a corporate job, deferring student loans before joining the Peace Corps, and figuring out how to invest while living abroad. Each challenge pushed me to learn more, and I realized I genuinely enjoyed making sense of money. But as my husband and I navigated major milestones – marriage, home buying, career shifts – we had a hard time finding financial advice that was clear, practical, and truly in our best interest. That’s when I knew: financial planning shouldn’t feel like guesswork. I became a CERTIFIED FINANCIAL PLANNER™ to help professionals in their 30s and 40s gain clarity and confidence in their financial decisions. I founded Kirwin Financial because there simply weren’t enough fee-only planners serving people who are growing their families, careers, and wealth. Today, I help couples align their money with their life goals – whether it’s buying a home, preparing for a new baby, or planning for financial independence. I offer unbiased, fee-only financial planning, meaning I work in your best interest – no commissions, no product sales, just expert guidance tailored to your life. A comprehensive plan typically costs $3,375, with billing based solely on the time spent at a rate of $275 per hour. You don’t have to figure this out alone. Let’s build a financial plan that fits your life, your goals, and your future. Get started here: https://calendly.com/kirwinfinancial/15min

General retirement planning Married/Couples/Partners Young Families Gen Y/Millennials (Born 1980-1995)
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Shane H

Series 63, Series 65

Issaquah, WA

Hoover Capital, L.L.C.

Wealth management Active portfolio management Concentrated stock management
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Jesse D

Series 65, Series 66

Vashon, WA

Fangorn Wealth Management

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Attorney Young Professionals Mid-Career Professionals
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Eugene S

Series 65

Issaquah, WA

Sound Investment Advice, LLC

General tax planning
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Gregory M

Series 65

Tacoma, WA

Strategic Asset Management

Private / alternative investments Active portfolio management
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Robin N

Series 63, Series 65

Covington, WA

Sprylen Wealth Management, LLC

Active portfolio management Founder/Business Owner
Warmer team member

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