Simple Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$48,606,629
Clients
108
Advisors
1
of 1 employees
About
Simple Wealth, LLC manages approximately $54.2 million for about 108 clients and provides discretionary and non-discretionary portfolio management as well as financial planning and consulting to individuals (including high-net-worth clients) and charitable organizations. Services include ongoing portfolio monitoring, periodic written reports, and single-need analyses or comprehensive written financial plans.
The firm’s investment approach combines strategic and tactical asset allocation with multiple methods of analysis (fundamental, technical, cyclical, and computer-model inputs) and employs a mix of equities, fixed income, mutual funds, ETFs, and other vehicles to match client objectives and risk tolerance. Where appropriate and only on a non-discretionary basis, Simple Wealth may use options (purchased puts and covered calls) as part of portfolio management, and it offers clients quarterly reporting and periodic reviews tied to changes in circumstances or markets.
Simple Wealth discloses several relationships and arrangements that distinguish it from many peers: the principal is an active, licensed insurance agent and owner of an insurance services company (Investment Dynamics, Inc.), an outside business that the brochure says consumes roughly 25% of his time and may lead to commission-based recommendations. The firm also discloses receipt of non-cash benefits (due-diligence/marketing support), soft-dollar research benefits, and a custodial requirement to use Charles Schwab — disclosures that reflect brokerage- and insurance-related economic ties less common among similarly sized independent advisers.
Client services
Expertise
Fee options
Fixed fees for financial planning based on plan complexity and prior relationship; estimated before engagement
Up to $500,000 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $25,000,000: 0.75% $25,000,001+: 0.50%
Advisors may receive commissions as licensed insurance agents but this is separate from advisory fees
$250 per hour for financial planning services
Fee-only: Hourly fees at $250 per hour; Fixed fees negotiable dependent on complexity
Main office
2310 N Molter, Suite 103
Liberty Lake WA 99019
Advisors at this office
1
Most active in
California · Idaho · Texas · Washington
Also doing business as
Investment Dynamics, Inc. · Simple Wealth 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 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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