Aptus Financial Information

Aptus, based in Little Rock, Arkansas, provides flat-fee, advice-only financial planning services for new attending physicians and other early-career professionals across the country. Aptus also delivers high-impact corporate financial wellness programs and retirement plans for employers, primarily large healthcare service providers.

Website	http://www.aptusfinancial.com
Revenue	$9 million
Employees	15 (14 on RocketReach)
Founded	2011
Address	2 Van Circle, Little Rock, Arkansas 72207, US
Phone	+1 501-907-1993
Technologies	JavaScript , HTML , Twitter +14 more (view full list)
Industry	Financial Services, Finance General, Finance
Web Rank	6 Million
Keywords	Financial Planning, Physician Financial Planning, Fee Only Financial Advisor, Financial Wellness Programs, Professional Financial Planning, Doctor Financial Planning, Financial Planning For Professionals, Retirement Planning For Physicians, Healthcare Financial Planning, Fiduciary Financial Advisor, Comprehensive Financial Planning
Competitors	J.P. Morgan, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Edward Jones, BlackRock, Raymond James, T. Rowe Price, Baird +46 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies

Aptus Financial Questions

What is the annual revenue of Aptus Financial?

The Aptus Financial annual revenue was $9 million in 2026.

Who is the Founder and CEO of Aptus Financial?

Sarah Catherine Gutierrez is the Founder and CEO of Aptus Financial.

How many people are employed at Aptus Financial?

14 people are employed at Aptus Financial.

Where is Aptus Financial based?

Aptus Financial is based in Little Rock, Arkansas.

What is the NAICS code for Aptus Financial?

The NAICS codes for Aptus Financial are [5239, 52, 523, 52393].

What is the SIC code for Aptus Financial?

The SIC codes for Aptus Financial are [62, 628].

Top Aptus Financial Employees

Sarah Catherine Gutierrez

Founder and CEO at Aptus Financial

Little Rock, AR, US
4
- gmail.com
- yahoo.com
- aptusfinancial.com
- uams.edu
4
- +1 501-907-XXXX
- +1 602-570-XXXX
- +1 501-414-XXXX
- +1 602-570-XXXX
Tim Quillin

Partner, CFO and CCO at Aptus Financial

Little Rock, AR, US
2
- aptusfinancial.com
- gmail.com
4
- +1 501-492-XXXX
- +1 501-952-XXXX
- +1 503-246-XXXX
- +1 501-224-XXXX
Matt Duncan

Director of Financial Planning at Aptus Financial

Little Rock, AR, US
3
- gmail.com
- aptusfinancial.com
- hotmail.com
4
- +1 501-352-XXXX
- +1 501-377-XXXX
- +1 417-699-XXXX
- +1 501-868-XXXX
Chris Kimmet

Financial Planner at Aptus Financial

Columbus, OH, US
2
- gmail.com
- aptusfinancial.com
1
- +1 419-618-XXXX
Stephanie Matthews

Financial Planner and Director of Financial Wellness at Aptus Financial

Fort Collins, CO, US
2
- aptusfinancial.com
- gmail.com
4
- +1 318-452-XXXX
- +1 318-449-XXXX
- +1 501-944-XXXX
- +1 985-856-XXXX
Cj Rose

Financial Planner at Aptus Financial

San Rafael, CA, US
1
- aptusfinancial.com
3
- +1 415-290-XXXX
- +1 707-208-XXXX
- +1 949-718-XXXX
Angel Lin

Financial Planner at Aptus Financial

Philadelphia, PA, US
2
- live.com
- gmail.com
3
- +1 484-477-XXXX
- +1 419-962-XXXX
- +1 702-319-XXXX
Erika Agard

Financial Planner at Aptus Financial

Fort Collins, CO, US
1
- aptusfinancial.com
1
- +1 775-217-XXXX
John Ramsey

Associate at Aptus Financial

Denver, CO, US
3
- gmail.com
- aptusfinancial.com
- transunion.com
5+
- +1 330-990-XXXX
- +1 303-371-XXXX
- +1 720-371-XXXX
- +1 303-807-XXXX
- +1 919-531-XXXX
- +1 310-503-XXXX