SIMPLIFIED PLANNING AND INVESTMENTS

Overview

Simplified Planning And Investments is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that combines percentage-of-AUM billing with hourly and fixed-fee engagements, which fits a hybrid planning-and-investment approach. Its stated investment orientation leans toward pooled public vehicles—primarily mutual funds—and the firm identifies as an active ESG investor, indicating ESG factors are integrated into security or manager selection. The adviser operates with a very concentrated client base and a mostly discretionary mandate, suggesting it delivers hands-on relationship management and ongoing portfolio oversight rather than large-scale model distribution or wholesale capital allocation. It does not position itself as a capital allocator and does not advertise pension consulting or related-adviser activity.

Assets & Accounts

Investments & Alternatives

Location & Offices