Clayton Quamme, CFP®
Fee-only fiduciary financial advisors | Retirement & financial planning
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Serving Clients Nationwide
Fee-only fiduciary financial advisors | Retirement & financial planning
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Clayton Quamme, CFP®
Clayton Quamme joined AP Wealth Management as a fee-only financial planner in 2019 bringing with him over a decade of experience working as a financial planner and investment advisor. Clayton is passionate about the commission-free business model that allows him to sit on the same side of the table as the client, serving as a fiduciary for them.Clayton also currently serves in the Georgia National Guard US Army as an Intelligence Officer. He has served our country in both active duty and in the reserves. This experience influenced his passion for a disciplined approach when it comes to setting life goals, financial planning, and investment decisions.
“I help clients simplify their financial lives. Personal finances are complicated to start with, so I work hard at simplifying the entire process by focusing and prioritizing the things they can do to improve their financial situation. We want to optimize, not complicate the financial situation.” - Clayton Quamme, CFP®
Clayton views wealth as more than just the tangible asset or number seen on a net worth statement. He believes it’s deeper than that. “Understanding the numbers is certainly important, but to truly measure wealth, we must consider intangible items like being able to invest time in your family and community, and leaving a worthwhile legacy to future generations,” Clayton adds.
When he’s not in the office, Clayton enjoys working out and staying active as much as possible. This includes making memories with his wife and two kids by traveling, playing board games, camping, and spending time on Clarks Hill Lake. He also enjoys playing golf and racquetball, fishing, hunting, and reading. He starts his day with an F3 workout (along with fellow AP Wealth Advisor, Pat Fair) -- something he says always makes the week better!
Clayton’s personal motto for life is “Press On!” which leads to one of the most unusual things on his bucket list – to hike the full Appalachian Trail, all 2000+ miles of it – which usually takes 5-7 months to complete.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
1100 Frazier Drive, Augusta, GA 30909
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation. The first step in getting your finances on track is meeting to discuss your unique situation and see if we’re a good fit to help you reach your goals. You can review our calendar and choose a date and time that best works for you. We are grateful for your consideration and look forward to speaking with you!Offers Investment Management
Yes
About AP Wealth Management
AP Wealth Management is a fee-only fiduciary firm in Augusta, GA, specializing in retirement and financial planning for local residents.If you are looking for a strong, long-term partnership but lack the time and expertise to create a solid financial plan and manage your own investment portfolio, then you have come to the right place.
Each of our financial advisors and team members possesses a vast breadth of knowledge and experience in Investment Management, Financial Planning, and Tax and Estate Planning.
A Lifetime Partnership
Our team at AP Wealth Management personalizes a financial plan for our clients and collaborates with all who are involved in the client’s financial life, such as an accountant or attorney.
We work with clients who desire a strong, long-term partnership, but may lack the time and expertise to manage their own wealth and financial planning.
Our clients trust us to put their best interests first, provide the highest standard of care, and to prioritize client objectives, rather than institutional initiatives.
✔️ Registered Firm
Our firm is a Registered Investment Advisor, regulated by the SEC. As an RIA, we are held to higher standards of client care than stockbrokers and broker-dealers.
✔️ Security of Assets
Client assets are held by Charles Schwab & Co., Inc., a highly respected custodian that has served independent advisors for 30+ years. Schwab provides the back-office support, technology, and services we need to keep focused on what really matters – our clients.
✔️ Fiduciary
We serve as a fiduciary and always act in your best interests. We make recommendations based on your unique situation, rather than simply suitable ones. Learn more about what it means to be a fiduciary.
✔️ Nationwide
We are based in Augusta, GA, and we can serve clients nationwide. We regularly hold online meetings and can help any client across the United States.
✔️ Fee Only
We provide fee-only financial planning services. We believe this is the best model to help you reach your goals because it aligns our interests and ensures unbiased financial advice.
✔️ Partnership
We enter into a client relationship with the expectation of a lifetime partnership so that we can help ensure you stay on track towards meeting your goals as your life situation changes.
Education
Appalachian State University, BSBA, Economics, Financial Planning, Military Science
Hobbies and Interests
- Board Games
- Camping
- Family
- Fishing
- Golf
- Hunting
- Reading
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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