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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-2023
- Office Locations
- 1
Office Locations
About Apricity Financial Planning
Apricity Financial Planning is a Toledo, Ohio firm serving Ohio educators, entrepreneurs, and women navigating life transitions. It provides ongoing financial planning and limited-scope one-time plans spanning retirement, cash flow, tax, estate, and risk management, with investment management as part of planning relationships. Portfolios use well-diversified, low-cost ETFs and mutual funds with a long-term, disciplined approach. The firm also runs mindful money workshops.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KELSEY MARIE BURKE
Chief Compliance Officer, Financial Professional, FOUNDER
- CRD
- #6401734
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,429,601 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,429,601 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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