Advisor at Apollo Wealth Management
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
Apollo Wealth Management
Location
Wooster, OH 44691
Credentials
CFP®
Industry experience
3 years
Gretchen Carr is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Apollo Wealth Management. She has previously worked with AE Wealth Management, LLC and Apollo Investment Advisors. Outside of her advisory role, she is involved with Star Strategies, LLC, where she focuses on insurance sales and services. Apollo Wealth Management provides portfolio management and related advisory services primarily for pooled and institutional accounts, while also offering financial planning and estate-document assistance. The firm employs a combination of quantitative, fundamental, technical, and cyclical analysis within its investment approach and integrates both long- and short-term trading strategies across various asset classes.
Based on Apollo Wealth Management
Based on Apollo Wealth Management
Financial plans: $20 to $15,000; Wills: $179; Trusts: $449; Portfolio Management & Financial Planning combined: $20 to $20,000 per year
Up to 1.50% annually
$20 to $140 per hour
0.00% AUM plus 20.00% performance fee on capital appreciation with high water mark
5022 Canaan Center Rd
Wooster, OH 44691
Ohio · Texas
Apollo Wealth Management
2024 - Present (2 years)
AE Wealth Management, LLC
2023 - Present (3 years)
Apollo Investment Advisors
2023 - 2024 (1 year)
Star Strategies, LLC
2015 - Present (11 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 66
Wooster, OH
Winner Wealth Management
CFP®, CFA®
Smithville, OH
New Legacy Financial Group, LLC
CFP®, Series 63, Series 66
Wadsworth, OH
Prelude Financial
Series 66
Wooster, OH
Fusion Planning LLC
Series 63
Seville, OH
Blue Chip Financial Advisors, Inc.
Series 65
Medina, OH
Your Wealth Financial Solutions, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")