Aptus Financial provides financial planning and investment advisory services to individuals and retirement plans. Aptus helps clients with cash flow management, saving for retirement and other goals, managing risk, and basic estate planning guidance. For investments, Aptus recommends a simple, do-it-yourself investment strategy using low-cost index funds and exchange-traded funds. Aptus does not select individual stocks or bonds.
Assets Under ManagementN/A
ClientsN/A
Advisors11
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Aptus Financial does not manage client investments. Instead, Aptus provides investment advisory services to do-it-yourself investors. Aptus will educate clients about potential low-cost index funds and/or exchange-traded funds (ETFs) that are designed to help the clients capture market returns.
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