Simplified Planning And Investments

Overview

Simplified Planning And Investments LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model is flexible: percentage-of-AUM billing is available alongside hourly and fixed-fee arrangements. The adviser identifies as an active ESG investor and does not operate as a capital allocator, pension consultant, or related adviser. It is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives