George Appel
George J. Appel · Harveys Lake, Pennsylvania
George Appel is a fee-only financial advisor at George J. Appel in Harveys Lake, Pennsylvania, who holds the CFP credential. George J. Appel reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | George J. Appel |
|---|---|
| Based in | Harveys Lake, Pennsylvania |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $40.9M across 92 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 4604755 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How George's firm compares
- George J. Appel's average account is about $445,000, from its Form ADV (assets managed divided by 92 accounts).
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Questions about George
Is George Appel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and George J. Appel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, George J. Appel, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is George Appel based?
George Appel is based in Harveys Lake, Pennsylvania.
What credentials does George Appel hold?
George Appel holds the CFP credential.
Is George Appel registered with the SEC?
Yes. George Appel is registered as an investment adviser representative in PA (CRD 4604755), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does George J. Appel manage?
George J. Appel reports $40.9M across 92 accounts in assets under management.
How do I contact George Appel?
Contact details aren't on file yet. Search for George J. Appel.
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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