Osaic Wealth
42yrs
Top advisor by experience in Grass Valley
4yrs
Based in Grass Valley, California, Liam Apple is a fiduciary financial advisor with 4 years of industry experience. Liam has been with Apple & Associates since 2022. Apple & Associates offers financial planning and investment management and is paid through a percentage of assets and hourly fees.
One of 53 advisors with offices in Grass Valley, and one of 48 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office565 Brunswick Road Suite 8, Grass Valley, CA 95945
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$549,780
Advisors at the firm3
States licensed ?1 state
Services through Apple & Associates
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowApple & AssociatesCurrent firm
Contact Liam
Local office(530) 272-1345Ask for Liam. (530) 272-1346Main office 565 Brunswick Road Suite 8Grass Valley, CA 95945Office · Get directions LinkedIn pageApple & Associates
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Questions to ask Liam
Tailored to Liam’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Liam
How do I contact Liam?
Call Liam’s local office at (530) 272-1345 or the Apple & Associates main office at (530) 272-1346, and ask for Liam Apple.
How long has Liam been a financial advisor?
Liam has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Liam hold?
Series 65. Tap any license on this page to see what it allows.
Is Liam a fiduciary?
Liam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Liam paid?
Apple & Associates reports being paid by a percentage of the assets they manage, hourly fees. Ask Liam 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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