Liam Apple
Apple & Associates · Grass Valley, California
Liam Apple is a fee-only financial advisor at Apple & Associates in Grass Valley, California. 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 |
| SEC registration | Investment adviser representative in CA · CRD 7635978 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.appleandassociates.com |
How Liam'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 Liam
Is Liam Apple a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Liam 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 Liam charge for financial advice?
Liam's firm, Apple & Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Liam Apple based?
Liam Apple is based in Grass Valley, California.
Is Liam Apple registered with the SEC?
Yes. Liam Apple is registered as an investment adviser representative in CA (CRD 7635978), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Apple & Associates manage?
Apple & Associates reports $137.7M across 525 accounts in assets under management.
How do I contact Liam Apple?
Through Liam'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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