Simple Financial Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Simple Financial Solutions LLC provides non‑discretionary investment advisory services, financial planning, and consulting primarily for individuals and families, and may also serve high‑net‑worth individuals, small businesses, trusts, and estates. Its services include ongoing portfolio advice, project‑based or limited consultations, and reviews of self‑directed investment accounts, including employer‑sponsored retirement plans.
The firm follows a conservative, long‑term investment approach that emphasizes diversification, strategic asset allocation, use of mutual funds and ETFs, and periodic rebalancing, with at least quarterly reviews for clients receiving ongoing advice. Clients retain authority to implement recommendations and custody remains with client‑selected custodians; the firm does not accept discretionary trading authority or custody of client assets.
Distinctive features noted in the brochure include explicit advising on employer‑sponsored plans and potential pension‑related consulting for small businesses, an area that is less common among independent advisers. The practice is a solo operation that currently reports no regulatory assets under management, relies solely on client‑paid fee arrangements (flat, hourly, or asset‑based), and does not receive third‑party compensation.
Client services
Expertise
Fee options
$25 – $150 per engagement
0.50% annually
$45 – $150 per hour
Main office
Collierville TN
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Simple Financial Solutions · Simple Financial Solutions LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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