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 provides discretionary asset management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, businesses and business owners. The firm also recommends and monitors third-party managers and sub‑advisors and describes a typical account minimum of $500,000 (waivable at the firm’s discretion). The firm’s investment work combines discretionary portfolio management with a range of analysis methods (fundamental, technical, charting and cyclical) and may place client assets on the AssetMark platform or with other TPMs that SWM selects and monitors. Financial plans are delivered within a stated six‑month timeframe, and the firm also conducts educational seminars and workshops for the public and plan participants (materials and small attendance fees apply), described as strictly educational rather than specific investment or tax advice. Notable features in the brochure include an explicit ERISA 3(21) limited‑scope fiduciary role and participant education/group enrollment support for retirement plans, as well as an affiliation with an insurance business (management spends a material portion of time on that activity) and a small unrelated landlord activity. The brochure discloses referral and platform compensation arrangements (including receiving a portion of TPM fees and potential platform allowances) and reports no client assets under management as of the stated calculation date, which may be relevant when evaluating current scale and capacity.

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.