Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B
Fee Structure
Minimum Investment:$500K
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Location
11107 Sunset Hills Road, Suite 220, Reston, VA, 20190
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Apella Wealth
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Clearlogic Financial, INC.
August 2006 - May 2024 · 17 yrs 9 mos
Ticknor Financial, INC.
September 2003 - November 2004 · 1 yr 2 mos
State Registrations3 states
CTTXVA
Advisor
Exams
No exam information available for this advisor.