When advisors abide to a fiduciary standard, they are legally bound to place clients’ interests ahead of their own. Apex Financial Advisors, Inc. is a Fiduciary and hold client interests above all else.

What does Fee-Only mean?

  • It means we are not compensated for any investment transactions.
  • It means we do not receive commissions or rebates from any investment company.
  • It means you know exactly what you’re paying for and why.

Why is Fee-Only Important?

Apex provides the most objective method of offering financial advice and management. Broker/dealers and ‘fee-based’ advisors often receive other forms of compensation that are not necessarily disclosed to the client. As a result, it is increasingly more difficult for consumers to find advisors who are truly providing objective advice