Apogee Financial Services Group, Inc.

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Client assets under management

$48,545,731

Clients

124

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$391,498

About

Apogee Financial Services Group, Inc. provides personalized, fee-only financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial plans, ongoing investment advisory agreements, and hourly limited‑scope engagements and states it does not accept commissions or sell financial products.

The firm employs a strategic asset‑allocation, core‑and‑satellite approach with global diversification and typically implements portfolios using no‑load or low‑load mutual funds and exchange‑traded funds held at Charles Schwab; individual stocks and bonds are used when appropriate. According to the brochure, nearly all assets are managed on a non‑discretionary basis (the firm reports roughly $50.4 million in non‑discretionary assets and $0 discretionary), and trades are executed under a limited power of attorney after client concurrence with periodic reviews at least quarterly.

Apogee’s brochure discloses that principals maintain separate legal and accounting practices and may provide legal or accounting services to clients outside the advisory relationship, billed separately, and that one principal is licensed to sell insurance—features that are uncommon among peers. The firm’s focus on fee‑only advice for individual and small‑business clients rather than a high‑net‑worth niche, combined with a small advisory team managing about $50 million in primarily non‑discretionary accounts, distinguishes its operating model from many supported firms.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Cash flow / budgeting

Fee options

Fixed

Financial planning fees range from $495 to $4,995, depending on complexity.

Percentage

$0 - $500,000: 1.25% $500,001 - $750,000: 1.15% $750,001 - $1,000,000: 1.05% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%

Project-based

$200 per hour for hourly planning engagements and follow-on implementation work.

Other

Account minimum: No minimum annual fee Minimum fee: No minimum annual fee; fees may be negotiated or waived based on certain criteria. Fee-only: Fee-only financial planning and investment management; no commissions or other fees accepted.

Main office location

Apogee Financial Services Group, Inc.

74 East Second Street

Moorestown NJ 08057-0805, United States

Number of offices

Most active in

New Jersey

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

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.

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

Website 856-234-3055

Advisors at this firm

Craig J

Series 63

Moorestown, NJ

Apogee Financial Services Group, Inc.

Craig Jordan is a financial advisor at Apogee Financial Services Group, Inc. with 22 years of industry experience. He has been with Apogee since 1989 and holds the Series 63 designation. Apogee Financial Services Group, Inc. provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation, core-and-satellite approach with global diversification and primarily manages assets on a non-discretionary basis.

General retirement planning General tax planning Cash flow / budgeting

Thomas M

Series 63

Moorestown, NJ

Apogee Financial Services Group, Inc.

Thomas Marrollo is a financial advisor with Apogee Financial Services Group, Inc. in Moorestown, NJ, holding a Series 63 designation and over 42 years of industry experience. He has been with Apogee since 2008 and is also a registered representative at PTS Brokerage, LLC, where he has been involved in investment product sales since 2005. Apogee Financial Services Group, Inc. provides personalized, fee-only financial planning and investment management primarily to individuals, small businesses, and various institutional clients. The firm employs a strategic asset-allocation approach with global diversification, focusing on non-discretionary portfolio management using primarily no-load or low-load mutual funds and ETFs.

General retirement planning General tax planning Cash flow / budgeting

Laurent M

Series 63

Moorestown, NJ

Apogee Financial Services Group, Inc.

Laurent Metzler is a financial advisor at Apogee Financial Services Group, Inc. with 22 years of industry experience. He holds the Series 63 designation and has been with Apogee since 1989. Outside of his advisory role, Metzler is a partner in Metzler & DeSantis, LLP, a general law practice. Apogee Financial Services Group provides fee-only financial planning and investment management to individuals, trusts, small businesses, and charitable organizations, using a strategic asset-allocation approach with global diversification and primarily non-discretionary management.

General retirement planning General tax planning Cash flow / budgeting

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