We work with clients across the country who are intellectually curious, resourceful, and engaged with their money. They aspire to self-manage their investments, understanding that ultimately they will have more wealth this way. Over the course of your life, there may be times when you are confident and eager to manage your own investments and other times when it makes sense to have your assets managed by Aptus.
The choice is yours. Since 2011 Aptus has been on a journey with hundreds of clients who've taken on the challenge of self-managing their investments. Our clients recognize that there's never been a better time to be a DIY investor. They inspire their friends and colleagues to take the leap of faith.
The choice is yours. Since 2011 Aptus has been on a journey with hundreds of clients who've taken on the challenge of self-managing their investments. Our clients recognize that there's never been a better time to be a DIY investor. They inspire their friends and colleagues to take the leap of faith.
Services
Aptus Financial is a provider of flat-fee financial advice and focused solely on what is best for our clients. The relationship is driven by the client, not the advisor. Our clients ultimately know more about their money than we do. Our job is to ask questions, listen, and collaborate to unlock each client's unique financial plan.
We believe your savings rate, not your investing acumen, is the key to your financial success. A financial plan is critical but not complicated. All financial decisions-how much to save, where to put it, how fast to pay off student loans, how much house to buy-have to be made at one time if you want to have a solid financial plan.
You understand that fees erode your wealth over time. At Aptus, our transparent fee structure ensures that your best interests are our priority. We do not sell anything, which allows us to advise our clients and manage their assets with no significant conflicts of interest.
A 40-year-old client starting with $500,000 and saving $20,000 per year would pay a total of nearly $300,000 in fees over 25 years to an advisor charging 1% of assets under management.
A 40-year-old client starting with $500,000 and saving $20,000 per year would pay a total of nearly $300,000 in fees over 25 years to an advisor charging 1% of assets under management.
Our retirement plans represent the future of the industry-not just different or better, but also the most ethical and transparent programs possible. Your retirement plan participants receive uncomplicated, engaging education and advice that allow them to:. We work with clients across the country and successfully execute financial wellness programming via Zoom for companies based in and outside of Arkansas.
For years, Sarah Catherine "SC" Gutierrez has educated medical students and physicians through her dynamic, action-inspiring talks. Whether on a conference stage or in a medical school classroom, Sarah Catherine delivers engaging, educational presentations that equip physicians to take control of their finances and build a life and career with security and freedom.
Reviews (2)
Eric Johnson
Mar 22, 2021
Report
My wife and I recently completed our financial planning consultation with Denise at Aptus. I am a physician and learned of their services through the White Coat Investor network and I could not be happier with our experience. The pricing was transparent and services provided were as advertised. Though we already had decent financial literacy, we chose to do a complete financial planning session with Aptus (as opposed to their hourly rates). One of my reasons for choosing Aptus was their focus on helping investors become DIY. Denise walked us through cash flow and budgeting and then went deeper
Tyler Young
Nov 02, 2012
Report
I began working with Aptus Financial a year ago and their customer service and attention to detail is beyond Industry standard. What I have enjoyed the most while working with Aptus Financial is the education regarding ATM's that they provide. While I searched for a provider and spoke to many ATM companies I always felt as if they were selling me and like I said with Aptus I feel like they are only educating me so I can choose the best provider and fort his I thank you Aptus. I would recommend Aptus to any business looking for ATM service.
