AY
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
265 advisors
Number of Clients
8,371 clients
Average Client Portfolio
$828K average
Assets Under Management
$6.9B
Fee Structure
Minimum Investment:$130K
APP's fees are negotiable and can vary based on the complexity of the engagement, type of service, investment products used, and other factors. The maximum annual management fee is 2.5%. Fees are calculated as a flat or tiered percentage of the account value and billed quarterly in arrears. Clients also incur underlying investment expenses, clearing and custody fees, and trade execution costs.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
Saint Louis, MO
Get directionsRegulatory 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
Cetera Wealth Services, LLCBroker
September 2025 - Present · 4 mos
Avantax Planning Partners, INC.
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Avantax Investment Services, INC.Broker
December 2023 - September 2025 · 1 yr 9 mos
Rockefeller Financial LLC Broker
November 2022 - November 2023 · 1 yr
Rockefeller Capital Management
August 2022 - November 2023 · 1 yr 3 mos
Krilogy Financial LLC
March 2019 - May 2021 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - March 2019 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2016 - March 2019 · 2 yrs 11 mos
State Registrations2 states
AZMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.