Clear and Simple Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clear and Simple Financial Group provides portfolio management and financial planning primarily for individual clients, including high-net-worth individuals. The firm documents client objectives in an Investment Policy Statement and offers services such as asset allocation, asset selection, and regular portfolio monitoring.
The firm employs a mix of analytical methods — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and generally pursues a long-term trading approach with cash-flow and income-oriented portfolios as needed. CASFG does not have discretionary trading authority; it reports approximately $10.1 million in assets classified as non-discretionary and no discretionary assets, so recommendations are implemented only with client approval.
A notable aspect of the firm is that its principal is a licensed insurance agent who may offer commissionable insurance products and annuities to clients, a relationship the brochure discloses as a potential conflict of interest. The firm serves a small client roster (13 clients), does not accept performance-based fees, and does not aggregate trades for multiple client accounts, features that can distinguish its trade execution and advisory model from many peers.
Client services
Expertise
Fee options
Fixed financial planning fees negotiated between $50 and $25,000
$0 - $249,999: 1.00% $250,000 - $499,999: 0.90% $500,000 - $749,999: 0.75% $750,000 - $999,999: 0.60% $1,000,000 - And Up: 0.50%
$50 to $250 per hour for financial planning services
Fee-only: Fixed fees between $50 and $25,000 for financial plans; Hourly fees between $50 and $250 for financial planning services
Main office
1809 Hackberry Branch Dr
Allen TX 75002
Advisors at this office
1
Most active in
Texas
Also doing business as
Clear And Simple Financial Group LLC · Simplified Financial Advisory Services, L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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