Apis Financial Group, LLC

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Client assets under management

$4,078,011

Clients

25% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$509,751

About

The firm provides investment management and financial planning to individual clients, including high‑net‑worth households. Services include ongoing portfolio management guided by client‑specific investment policies and two types of planning engagements: a comprehensive Foundation Service (discrete or ongoing) and Point‑in‑Time engagements for targeted issues.

Portfolios are built around asset‑allocation targets and are managed using a blend of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory principles to address risk and diversification. Onboarding and planning use secure, encrypted data‑aggregation tools to compile client information, accounts are reviewed quarterly, and services may be provided on a discretionary or non‑discretionary basis.

Distinctive features include a fee‑only model (no commissions or product sales), fixed‑fee planning options with staged deliverables, and no stated account minimum. The firm reports approximately $4,078,011 in discretionary assets across eight clients, recommends custody with Schwab and receives institutional services from that custodian, and discloses that it does not vote client proxies; the principal also holds an insurance license but does not sell insurance products to clients.

Client services

Financial planning Portfolio management

Expertise

Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Fee options

Fixed

Fixed fees for financial planning services: Foundation Service $2,400 to $12,000; Point-in-Time Service $180 to $6,000.

Percentage

$0 - $1,000,000: 1.50% $1,000,001+: 1.00%

Other

Fee-only: Financial planning fixed fees range from $180 to $12,000 depending on complexity and service type.

Main office location

Apis Financial Group, LLC

Villa Park IL, United States

Number of offices

Most active in

Illinois

Disclosures

Business activities & affiliations

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

630-207-4255

Advisors at this firm

Ryan F

Series 63, Series 65, Series 66

Villa Park, IL

Apis Financial Group, LLC

Ryan Finn is a financial advisor at Apis Financial Group, LLC with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, he serves as president of Command Financial Group LLC, a mortgage brokering business. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a portfolio management approach based on asset allocation and a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory principles.

Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Peter S

Series 63, Series 65, Series 66

Villa Park, IL

Apis Financial Group, LLC

Peter Soltesz is a financial advisor with Apis Financial Group, LLC, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and Count Consulting, LLC. Outside of finance, he serves as president of the Cook-Dupage County Beekeepers Association. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a blend of fundamental, technical, and cyclical analysis along with Modern Portfolio Theory principles to build diversified portfolios, offering both comprehensive and targeted planning engagements.

Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

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