Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Aprio Wealth Management discloses a maximum Management Fee of 1.2%, which is negotiable, in its Form ADV Part 2A (June 29, 2026); clients in sub-advised strategies pay the sub-adviser’s fee on top. Converted to dollars, that runs $6,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Coastal Bridge Advisors Fees (2026) and Coldstream Wealth Management Fees (2026).
More on this firm: Aprio Wealth Management Review.
The published numbers
From the Form ADV Part 2A (June 29, 2026): “based on the value of the assets in their account, up to 1.2%. Management Fees are billed either monthly in arrears based on an average daily account balance or quarterly in arrears based on the value of the assets under management on the last day of the prior reporting period”
Note: CRD 127333 is ACTIVE and SEC registered per the SEC Investment Adviser Public Disclosure database, checked October 25, 2026. Aprio Wealth Management, LLC is the registered adviser and is affiliated with the Aprio accounting firm. IAPD also lists the former names Tegra Financial Partners and HA&W Wealth Management, LLC. The priced figure is the investment management fee for individual clients, who include both individuals and high net worth individuals.
The published maximum: 1.2% per year (The 1.2% is the stated maximum management fee, and the standard schedule sits in the client agreement rather than in the brochure. The management fee covers only portfolio management and advisory services and excludes brokerage commissions, transaction fees, mark-ups, custodian fees, wire fees and other account expenses, as well as mutual fund and ETF internal expenses. Clients using sub-advised strategies, including options-based solutions, pay sub-adviser fees that the brochure says are separate from, and in addition to, the advisory fee. Accounts that use margin can carry a higher advisory fee because the fee is calculated on gross market value.).
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,000 | 1.20% |
| $500,000 | $6,000 | 1.20% |
| $1,000,000 | $12,000 | 1.20% |
| $2,000,000 | $24,000 | 1.20% |
Each balance is priced at the stated 1.2% maximum applied to the whole account, and the result is compared with the minimum fee of $2,500 that the brochure says accounts may be subject to. The higher of the two is shown, and at every balance priced here the percentage fee is larger than the floor. This is a ceiling, not a typical charge, because fees are negotiable. The brochure also prints a general fee schedule and a 401(k) schedule inside its plan advisory fees discussion, which are plan sponsor schedules and are not used for individual accounts.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Aprio Wealth Management’s own Management Fee of up to 1.2% runs up to $6,000 a year, before any sub-adviser fees.
Comparing Aprio Wealth Management against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A (June 29, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050000
- SEC Investment Adviser Public Disclosure, Aprio Wealth Management, LLC (CRD #127333): https://adviserinfo.sec.gov/firm/summary/127333
- Aprio Wealth Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/127333/PDF/127333.pdf
Methodology. This page was built September 28, 2026, drawing on Aprio Wealth Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.