S
Simple Financial Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Simple Financial Solutions LLC is a state-registered investment adviser that offers investment advisory services and general financial planning and consulting, including retirement planning, budgeting, and investment allocation. The brochure indicates the firm works with individuals and families and may also serve small businesses, trusts, estates, and similar clients, while currently reporting no assets under management.
The firm describes a conservative, long-term investment approach focused on diversification, strategic asset allocation, and periodic rebalancing, using mutual funds, ETFs, equities, fixed income, and cash equivalents as appropriate. Engagements are offered on a flexible basis — including flat-fee, hourly, and asset-based arrangements — and the brochure explicitly states hourly billing and project-based planning as available options.
Distinctive features noted in the brochure include the availability of pension- and retirement-related consulting as part of its financial planning services, a billing model that explicitly accommodates hourly work (an uncommon option for firms in this category), and a single-member practice structure with no custody of client assets and no third-party compensation. The brochure also highlights the principal’s nontraditional professional background (a long career as a commercial airline pilot and a technical degree), which the firm presents as part of its professional profile.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Fee options
$25 – $150 per engagement
0.50% annually
$45 – $150 per hour
Fee-only: $45 – $150 per hour
Main office location
Simple Financial Solutions LLC
Collierville TN, United States
Number of offices
1
Most active in
Simple Financial Solutions LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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