Firm
AP Investment Management
Mountain View, California
Fee-only
Facts
| Based in | Mountain View, California |
|---|---|
| Website | apinvestmentmanagement.com |
| Phone | (650) 618-1091 |
AP Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| One-time plan | From $2,000 |
| Hourly | $500 an hour |
| Asset-based fee | 0.7% to 1.1% a year |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"Annual Flat Fee $10,000 – $15,000" source
"Flat Fee $2,000 Typically includes 2–3 meetings as needed" source
"Hourly Rate $500 /hour" source
"AUM-Based Model 0.70% – 1.1% Annually" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $42 million |
| Individual clients | 38 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 334805 |