Clayton Quamme is a CFP-designated registered investment advisor at Ap Wealth Management, based in Augusta, GA, with 9 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 294 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Investment advisory fees will not exceed 1.45% of the assets under advisement annually and are based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the advisor. These fee schedules, as well as our fees for advising on non-discretionary assets, are negotiable.
Fee Estimator
Contact
Clayton Quamme
Location
1100 Frazier Drive, Augusta, GA, 30909
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Regulatory History
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 →Other Business Activities
Clayton serves as an intelligence officer in the US Army Reserves since 2012. This non-investment related activity takes about 10-20% of his time, none of which occurs during trading hours.
Employment History
Current Registrations
Ap Wealth Management
Previous Registrations
Calvary Wealth, LLC
VALIC Financial Advisors, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Clayton Quamme, CFP®has over a decade of experience working as a financial planner, investment advisor, and operations manager. He has focused on working with fee-only firms that allow him to sit “on the same side of the table” as his clients, serving as a fiduciary for his clients. Clayton has also served with the US Army as an Intelligence Officer, both as an active duty and reserve officer. This experience influenced his passion for a disciplined approach when it comes to life goals, financial planning, and investment decisions. Clayton holds the view that wealth is more than just the tangible asset or number we see on a net worth statement. He believes it’s deeper than that. Understanding the numbers is certainly important, but to truly measure wealth, we must consider intangible items like being able to invest time in your family and community, and leaving a worthwhile legacy to future generations.