Joseph Applewhite
Applewhite & Buys Financial Advisors · Dallas, Texas
Joseph Applewhite is a fee-only financial advisor at Applewhite & Buys Financial Advisors in Dallas, Texas. Joseph focuses on small business owners. Applewhite & Buys Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Applewhite & Buys Financial Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $153.1M across 740 accounts |
| SEC registration | Investment adviser representative in AZ, FL, LA, MS, NC, OK, SC, TX · CRD 5481528 |
| Exams passed | Series 65 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.applewhitefp.com |
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Questions about Joseph
Is Joseph Applewhite a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Applewhite & Buys Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Applewhite & Buys Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Applewhite based?
Joseph Applewhite is based in Dallas, Texas.
What does Joseph specialize in?
Joseph's specialties include small business owners. Joseph works with physicians.
Is Joseph Applewhite registered with the SEC?
Yes. Joseph Applewhite is registered as an investment adviser representative in AZ, FL, LA, MS, NC, OK, SC and TX (CRD 5481528), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Applewhite & Buys Financial Advisors manage?
Applewhite & Buys Financial Advisors reports $153.1M across 740 accounts in assets under management.
How do I contact Joseph Applewhite?
Through Joseph's website, www.applewhitefp.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
- Applewhite & Buys Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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