A complete list of active advisors currently associated with Simple Portfolio Management, Inc.

Warmer can help you find a great advisor at Simple Portfolio Management, Inc. or one who fits your needs even better.

The firm serves individual and high-net-worth clients as well as certain business entities, providing personalized investment advisory and portfolio management alongside ancillary financial-planning advice. It operates on a fee-only, percentage-of-assets basis and assists clients with account establishment and regular custodial reporting. Investment approach is grounded in Modern Portfolio Theory, passive management, and strategic asset allocation, primarily implemented through index mutual funds and ETFs with periodic rebalancing and, where authorized, discretionary trading. The adviser emphasizes client education as part of the portfolio process, delivering an initial no-cost educational seminar and periodic re-education during reviews to align understanding of goals and risk. What is distinctive is the formal incorporation of educational seminars into the onboarding and review process, a service model that is uncommon among solo independent advisers. The practice also combines a technical, research-oriented background with a constrained trading model—limiting activity to mutual funds and ETFs—and provides non-securities advice (estate, tax, insurance) without additional charge.

To learn more about the advisors currently working at Simple Portfolio Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Myung Lee	Irvine, CA	16

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