# Daniel Apple

> Daniel Apple is a fee-only financial advisor at Apple & Associates in Grass Valley, California, who holds the CFP credential. Apple & Associates reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Apple & Associates
- **Based in:** Grass Valley, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $137.7M across 525 accounts
- **Credentials:** CFP
- **CRD:** 1285182 (https://adviserinfo.sec.gov/individual/summary/1285182)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1986)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.appleandassociates.com

## Frequently asked questions

### Is Daniel Apple a fee-only financial advisor?

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

### How does Daniel charge for financial advice?

Daniel's firm, Apple & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Daniel Apple based?

Daniel Apple is based in Grass Valley, California.

### What credentials does Daniel Apple hold?

Daniel Apple holds the CFP credential.

### Is Daniel Apple registered with the SEC?

Yes. Daniel Apple is registered as an investment adviser representative in CA and TX (CRD 1285182), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Apple & Associates manage?

Apple & Associates reports $137.7M across 525 accounts in assets under management.

### How do I contact Daniel Apple?

Through Daniel's website, www.appleandassociates.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1285182): 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.