Simplepath Wealth Management, LLC
Firm details
- Headquarters
- Palm Harbor, Florida
- CRD number
- 309014
- Website
- www.simplepathretirement.com
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Simplepath Wealth Management, LLC is a Florida-registered limited liability company that acts as a capital allocator for private clients. The firm offers financial planning and portfolio management for individuals and small businesses, runs educational seminars and workshops, and assists clients with selecting other advisers. Its fee model includes percentage-of-AUM billing alongside fixed fees and other arrangements. Simplepath is not positioned as an active ESG investor and does not operate as a multistate adviser. An insurance company affiliation is listed among its industry ties.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Celine Pastore
FounderCRD 5767412
Maxime Choiniere
Director of Financial PlanningCRD 6571079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palm Harbor, FL
Pinellas
Location
Palm Harbor, FL
Headquartered in Palm Harbor, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 220 Palm Harbor Blvd
- Time zone
- ET (UTC-5)
- Office locations
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