# Apex Tax & Financial Planning

Apex Tax & Financial Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 310747
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310747

## About

APEX TAX & FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $24 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Apex Tax & Financial Planning?

Apex employs a team of CPAs and CFP professionals who collaborate on client portfolios. Investment decisions are made by the financial planning team in coordination with tax strategists.

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Last updated: 2026-07-06T01:24:11.460Z

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