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
Richmond, VA
Credentials
Series 65
Industry experience
2 years
Brandon Baker is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at Choreo, LLC and Cary Street Partners. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed strategies with local portfolio decision-making, employing both fundamental and tactical investment 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)
Richmond, VA
Virginia
Choreo, LLC
2023 - Present (3 years)
Cary Street Partners
2022 - 2023 (1 year)
Unemployed
2021 - 2022 (1 year)
Lubing, Gregory, and Rectanus
2021 - 2021 (1 year)
Syracuse/University of Richmond
2018 - 2021 (3 years)
Unemployed
2018 - 2018 (1 year)
Fairfax County Public Schools
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Trout Unlimited
2016 - 2017 (1 year)
Adecco Staffing
2016 - 2016 (1 year)
University of Kentucky
2012 - 2016 (4 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 66
Moseley, VA
Empire Wealth Management, LLC
Series 63, Series 66
Mechanicsville, VA
Rise Wealth Partners LLC
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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