Raymond James Financial Services Advisors
46yrs
Top advisor by experience in Peachtree Corners
13yrs
Robert Yu
Financial advisor at Apollon Wealth Management
Robert Yu is a fiduciary financial advisor in Peachtree Corners, Georgia, with 13 years in the industry. After eight years at United Capital Financial Advisors, Robert joined Apollon Wealth Management in 2023, a firm offering financial planning, investment management, and private fund management. Robert holds the CFP® designation.
One of 62 advisors with offices in Peachtree Corners, and one of 51 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office5550 Triangle Parkway Suite 101, Peachtree Corners, GA 30092
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.34 million
Advisors at the firm145
States licensed ?1 state
Services through Apollon Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowApollon Wealth Management, LLCCurrent firm
- 2015 – 2023United Capital Financial AdvisorsPreviously
Contact Robert
(843) 579-0018Firm headquarters in Mount Pleasant, SC. Ask for Robert. 5550 Triangle Parkway Suite 101Peachtree Corners, GA 30092Office · Get directions Firm websiteproperguidance.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Apollon Wealth Management at (843) 579-0018 and ask for Robert Yu. Robert works from the Peachtree Corners, GA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Apollon Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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