Firm
Apollo Wealth Management
Honolulu, Hawaii
Fee-only
Apollo Wealth Management at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 27 individual clients, 22 of them high net worth.
- Its average account is about $740,000 (assets it manages divided by its 90 accounts).
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | apollowealth.com |
| Phone | (610) 715-2881 |
Apollo Wealth Management fees
Apollo Wealth Management 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $67 million |
| Individual clients | 5 |
| High-net-worth clients | 22 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 136803 |