Simple Life Financial

Overview

Simple Life Financial is a small, independent registered investment adviser set up as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, using a fee mix that includes a percentage of assets under management as well as hourly and fixed-fee engagements. Its stated advisory activities are centered on planning and discrete portfolio oversight rather than institutional or pension consulting work. Investment activity is heavily equity oriented: the firm’s asset mix shows a clear preference for exchange-traded equities as the primary vehicle for client exposure. Simple Life Financial is not an active ESG investor, does not operate as a multi-state adviser, and does not present itself as a capital allocator to outside alternative managers. The operating model is primarily non-discretionary, which implies clients retain final trading authority while the adviser provides recommendations and portfolio construction guidance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices