Simplify Wealth Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 325474
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI67.77%
- Individuals32.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Simplify Wealth Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, operating as a capital allocator and offering both financial planning and portfolio management services for individuals, small businesses, and institutional/business clients. Its advisory activities include selecting third‑party managers, publishing client communications, and running educational seminars or workshops. Fee arrangements are hourly and fixed-fee rather than AUM‑percent retainer. The firm does not identify as an active ESG investor and is not designated as a multi‑state adviser in the provided data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Marcel Miu
FounderCRD 5887067
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Veltra Capital
RIASeattle, WA
Desert Capital Management Group, Inc
RIAHermosa Beach, CA
Stone Blue Capital LLC
RIADarien, CT