Philip Athey
Apeiron · Dallas, Texas
Philip Athey is a fee-only financial advisor at Apeiron in Dallas, Texas, who holds the CFP credential. Apeiron reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Apeiron |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $852M across 2,387 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4726438 |
| Exams passed | Series 66 (2004) |
| Firm size | 17 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.apeironplanning.com |
How Philip's firm compares
- Apeiron's average account is about $357,000, from its Form ADV (assets managed divided by 2,387 accounts).
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Questions about Philip
Is Philip Athey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Apeiron reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Apeiron, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Philip Athey based?
Philip Athey is based in Dallas, Texas.
What credentials does Philip Athey hold?
Philip Athey holds the CFP credential.
Is Philip Athey registered with the SEC?
Yes. Philip Athey is registered as an investment adviser representative in TX (CRD 4726438), 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 Apeiron manage?
Apeiron reports $852M across 2,387 accounts in assets under management.
How do I contact Philip Athey?
Through Philip's website, www.apeironplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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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