API Financial Advisors

API Financial Advisors at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 11 advisors are listed here; 1 of 11 hold the ChFC.
• Its Form ADV reports 13 employees and 227 individual clients, 10 of them high net worth.
• Its average account is about $122,000 (assets it manages divided by its 696 accounts).

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

API Financial Advisors fees

API Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (11)

• Andrew Scheirer

• Dustan Christensen

• Matthew Myland

• Nathan Burks

• Neal Quon

• Norman Taylor

• Paul Stanley

• Sarah Pappas

• Tim Smith

  ChFC

• Victor Tassone

• Ward Brooks