DH
CFP

Douglas Steven Huddleston

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$1,000 - $25,000

Apella Capital, LLC charges fees based on a percentage of assets under management, with a maximum annual fee of 1.50%. They have a minimum account size of $500,000, but may waive this at their discretion. Financial planning services are offered for a fixed fee ranging from $1,000 to $25,000, depending on complexity. Fees may vary depending on when the client was introduced to Apella or which office location is servicing the client. Apella Ascent fees are .50% on assets under management.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
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Advisor Information

Office location

10 South Main Street, Suite 104, Topsfield, MA, 01983

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Regulatory History (1)
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Regulatory
May 2015
Final
Employment History
Current Registrations
Apella Wealth
January 2025 - Present · 1 yr
Previous Registrations
Barker Financial Group, INC.
November 2009 - March 2025 · 15 yrs 4 mos
State Registrations3 states
CTFLMA
Advisor
Exams
No exam information available for this advisor.