Alvin Wolcott is a CFP-designated registered investment advisor at Apex Tax & Financial Planning, based in Kent, WA, with 11 years of industry experience. Alvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 21 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.50% |
These are the Active Management fees. Passive Management fees are: First $500,000: 0.50% per year, Next $500,000: 0.40% per year, Over $1 million: 0.30% per year. Fees may be negotiable.
Fee Estimator
Location
Kent, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alvin owns Apex Tax & Financial Solutions, a CPA firm, since 2020. He spends about 120 hours per month managing the firm, assisting clients, and reviewing tax returns.
Employment History
Current Registrations
Apex Tax & Financial Planning
Previous Registrations
Synergy Asset Management, LLC
Moser Wealth Advisors
Waddell & Reed, INC.
State Registrations1 state
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