SIMPLIFIED FINANCIAL PARTNERS

RIASEC Registered

Total AUM

$78.2M

Discretionary

$72.2M

92% of AUM

Avg account

$363K

Accounts

215

Employees

Advisory reps

Firm details

Headquarters: CALUMET, Michigan
CRD number: 331770
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.27%
Individuals26.07%
Pension & Profit Sharing Plans6.66%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Simplified Financial Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves a mix of individual and family clients as well as institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is a combination of percentage-of-AUM fees and fixed fees, and the adviser does not operate as a capital allocator or sponsor proprietary investment funds. Simplified Financial Partners favors pooled public vehicles — primarily mutual funds — as the core building blocks in client portfolios, with limited emphasis on direct equity or bespoke alternative structures. The firm is not positioned as an active ESG investor.