Cambridge Investment Research Advisors
34yrs
Top advisor by experience in Hampstead
2yrs
Brian Apple
Financial advisor at Brian Apple Retirement Planning
Brian Apple has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Hampstead, North Carolina. Brian joined Brian Apple Retirement Planning in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 13 advisors with offices in Hampstead, and one of 13 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeHampstead, NC
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Brian Apple Retirement Planning
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
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
- Jul 2026 – nowBrian Apple Retirement Planning LLCCurrent firm
Questions to ask Brian
Tailored to Brian’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Brian
How do I contact Brian?
Call Brian Apple Retirement Planning at 910-408-2032 and ask for Brian Apple. Brian works from the Hampstead, NC office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Brian hold?
Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Brian Apple Retirement Planning reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brian 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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