Peter Soltesz
Apis Financial Group · Villa Park, Illinois
Peter Soltesz is a fee-only financial advisor at Apis Financial Group in Villa Park, Illinois. Apis Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Apis Financial Group |
|---|---|
| Based in | Villa Park, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.1M across 26 accounts |
| SEC registration | Investment adviser representative in IL · CRD 2553740 |
| Exams passed | Series 63 (1994) · Series 65 (1994) · Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Peter's firm compares
- Apis Financial Group's average account is about $157,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Peter
Is Peter Soltesz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Apis Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Apis Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peter Soltesz based?
Peter Soltesz is based in Villa Park, Illinois.
Is Peter Soltesz registered with the SEC?
Yes. Peter Soltesz is registered as an investment adviser representative in IL (CRD 2553740), 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 Apis Financial Group manage?
Apis Financial Group reports $4.1M across 26 accounts in assets under management.
How do I contact Peter Soltesz?
Contact details aren't on file yet. Search for Apis Financial Group.
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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