Clayton Quamme, CFP®
Fee-only fiduciary financial advisors | Retirement & financial planning
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
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
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
5 Stars
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
FAQs
FAQ Disclosures
All material posted is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. All investments contain risk and may lose value. Investors should seek professional advice before making any investment decision.
