Aptus Financial Fixed Fee Financial Planning is right for you

Many people think that financial planning only happens when you’re about to retire or if you’re rich. This is because the majority of financial planners and advisors focus on those whose assets exceed $500,000. These advisors are paid as a percentage of the value of your assets they have under management. They focus on investing. But financial planning is critically needed for those who have less than $500,000 in assets. And we would rather not see your nest egg eroded by commissions and management fees. We offer unbiased, independent, evidence-based advice for a fixed fee.



Aptus Financial hosts numerous educational presentations in the community and provides expert opinions in the media and for the legal community. Click here for more information.


Aptus Financial is passionate about fixed fee financial planning. If you are curious to learn more, contact us and let us show you how to build wealth, eliminate debt and live better.