APEX Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$0
Client services
Fee options
Project-based flat fees may be agreed upon for services such as comprehensive financial plans, based on complexity and asset level.
Up to 1.1% annually
Insurance and annuity product sales are compensated through commissions paid by the insurance company; no separate fee for insurance planning if commissionable products are used.
Up to $500 per hour for professional consultation; up to $150 per hour for staff administration; fees are negotiable.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
APEX Advisory Group, Inc.
624 W Hastings Rd, Suite 3
Spokane WA 99218-2817, United States
Number of offices
1
Forms ADV
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