APRICITY FINANCIAL PLANNING

Overview

Apricity Financial Planning is a small, independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm focuses on fee-based work with individuals and families, delivering financial planning and discretionary portfolio management alongside selection of third-party advisers and client education through seminars and workshops. Its fee schedule includes both percentage-of-AUM and flat-fee arrangements. Investment activity at the firm tilts decisively toward public equities. The ADV indicates a clear preference for exchange-traded equities as the primary asset sleeve. Apricity does not position itself as an ESG specialist, and it does not list pension consulting, multi-state adviser status, or related-adviser arrangements. As a capital allocator, the adviser can place client assets with outside managers when appropriate; the filings show mutual funds as part of the investible universe and note the potential use of external alternative managers, though specific managers are not identified.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices