Daniel Apple
Apple & Associates · Grass Valley, California
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.
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Facts
| Firm | Apple & Associates |
|---|---|
| Based in | Grass Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $137.7M across 525 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1285182 |
| Exams passed | Series 63 (1986) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.appleandassociates.com |
How Daniel's firm compares
- Apple & Associates's average account is about $262,000, from its Form ADV (assets managed divided by 525 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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