Fee-only adviser · Moorestown, NJ
Apogee Financial Services Group, Inc.
Apogee Financial Services Group, Inc. is a fee-only investment adviser registered with the securities regulator of New Jersey, with its main office in Moorestown, New Jersey. On its latest Form ADV, filed July 10, 2024, it reports $49M in regulatory assets under management, 124 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: New Jersey |
|---|---|
| Firm CRD number | 129527 |
| Office | 74 East Second Street Moorestown, NJ 08057 |
| Phone | (856) 234-3055 |
| Website | www.apogeefinancial.net |
| Regulatory assets under management | $49M |
| Individual clients | 124 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 10, 2024 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Moorestown
- Quaker Wealth Management LLC $449M
- Purpose Built $28M
See all 3 fee-only advisers in Moorestown →
Nearby
- Mount Laurel 3 firms
- Cherry Hill 3 firms
- Merchantville 1 firm
- Haddonfield 2 firms
- Marlton 4 firms
- Voorhees 1 firm
- Haddon Heights 2 firms
- Medford 1 firm
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