Apricity Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,429,601
Total clients
13
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$109,969
About
Apricity Financial Planning serves individual and high-net-worth clients as well as small businesses, offering ongoing and project-based financial planning, discretionary investment management, and related advice on topics such as retirement, tax planning, estate planning, and employee benefits. The firm operates on a fee-only basis and charges asset-based fees for investment management while using fixed or project fees for planning engagements and seminars.
The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, with portfolios typically constructed from mutual funds and ETFs and managed with a preference for passive strategies where appropriate. Accounts managed for clients are discretionary, reviewed on a regular schedule, and planning engagements produce written recommendations and implementation guidance tailored to each client’s goals and risk tolerance.
What distinguishes Apricity from many peers is its active provision of educational seminars, workshops, and speaking engagements as a formal service offering and revenue source, a practice that is uncommon among solo independent advisers. The firm’s small scale — roughly six clients and about $1.16 million in assets under management — combined with the principal’s public-facing activities (podcast hosting and nonfinancial teaching) creates a profile that blends direct client advisory work with broader public education initiatives.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business sale tax planning
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fees from $1,550 to $8,000; Educational Seminars/Workshops fees from $2500 to $6000 per seminar or $35 to $1550 per individual.
$0 - $250,000: 0.75% $250,001 - $500,000: 0.50% $500,001+: 0.25%
Fee-only: Ongoing Financial Planning fees paid monthly in arrears ranging from $195 to $495; Project-Based Financial Planning fixed fees ranging from $1,550 to $8,000; Educational Seminars/Workshops fees ranging from $2500 to $6000 per seminar or $35 to $1550 per individual.
Main office location
Apricity Financial Planning
6901 Providence Street
Whitehouse OH 43571, United States
Number of offices
2
Most active in
Apricity Financial Planning has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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