A complete list of active advisors currently associated with SimplePath Wealth Management, LLC

Warmer can help you find a great advisor at SimplePath Wealth Management, LLC or one who fits your needs even better.

SimplePath Wealth Management primarily works with retirement plans and pooled/institutional arrangements, offering ERISA plan consulting, investment option monitoring, third‑party manager selection, and public educational seminars and workshops. The firm also provides financial planning and consulting but does not act as a custodian or directly manage individual client assets in‑house. When serving plan sponsors, SimplePath may act as a limited‑scope ERISA 3(21) fiduciary, assisting with investment policy statements, qualified default investment alternatives, and periodic monitoring and reporting of plan investments. The firm frequently leverages third‑party managers and the AssetMark platform, serving as liaison and ongoing monitor, and offers financial planning on a fixed‑fee basis rather than relying solely on percentage‑of‑assets fees. Notable distinctions include an affiliated insurance business whose principals are licensed insurance agents and devote a material portion of their time to those activities, and the firm’s regular use of seminars to educate plan participants and the public. SimplePath discloses that it receives referral compensation and platform allowances from third‑party managers and AssetMark, and states it seeks to manage those conflicts through disclosures and its fiduciary procedures.

To learn more about the advisors currently working at SimplePath Wealth Management, LLC, 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.