# Alvin Wolcott

> Alvin Wolcott is a fee-only financial advisor at Apex Tax & Financial Planning in Kent, Washington, who holds the CFP credential. Apex Tax & Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alvin-wolcott/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Apex Tax & Financial Planning
- **Based in:** Kent, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $24.2M across 67 accounts
- **Credentials:** CFP
- **CRD:** 2792237 (https://adviserinfo.sec.gov/individual/summary/2792237)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1996), Series 65 (2009), Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Alvin Wolcott a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alvin holds no broker registration, and Apex Tax & Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alvin charge for financial advice?

Alvin's firm, Apex Tax & Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Alvin Wolcott based?

Alvin Wolcott is based in Kent, Washington.

### What credentials does Alvin Wolcott hold?

Alvin Wolcott holds the CFP credential.

### Is Alvin Wolcott registered with the SEC?

Yes. Alvin Wolcott is registered as an investment adviser representative in WA (CRD 2792237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Apex Tax & Financial Planning manage?

Apex Tax & Financial Planning reports $24.2M across 67 accounts in assets under management.

### How do I contact Alvin Wolcott?

Contact details aren't on file yet. Search for Apex Tax & Financial Planning.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2792237): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.