Apella Wealth
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.
Contact Apella Wealth
Advisors at this Office
Advisors at Other Firm Offices
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
NAPFA-Registered Financial Advisor
Associates at Other Firm Offices
Mark Atherton, CFP®
NAPFA Associate
Jill Hollander, ADPA, CFP®, CRPC®, MBA
NAPFA Associate
Apella Wealth
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.
Contact Apella Wealth
This Office
201 Spear St Ste 1100 San Francisco, CA 94105-6164 Phone: (415) 924-1091Other Offices
9442 N Capital of Texas Hwy Ste 500
Arboretum Plaza One
Austin, TX 78759-7228
Phone: (512) 502-1928
201 Spear St Ste 1100
San Francisco, CA 94105-6164
Phone: (415) 924-1091