Simplexus Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning and portfolio management to individual and high‑net‑worth clients. Services are delivered through a monthly membership arrangement that includes plan development, ongoing monitoring, and advice tailored to clients’ goals and risk tolerances.
Its investment process draws on multiple methods of analysis — including fundamental, technical, charting, cyclical and economic reviews — and employs both long‑ and short‑term strategies within a strategic asset allocation framework. Financial planning members receive continued access to third‑party planning and budgeting platforms (Monarch Money and RightCapital), and portfolio management is available for custodied accounts on a discretionary basis and for held‑away accounts on a non‑discretionary basis only in tandem with the membership.
Distinctive aspects include that the firm is newly formed and reported no assets under management as of the brochure date while nonetheless offering both individualized portfolio management and financial planning services, which is uncommon for firms in this regulatory category. The firm also discloses that it does not act as an adviser to private funds and relies on qualified custodians for asset custody, narrowing its business scope relative to many peers.
Client services
Expertise
Fee options
Monthly membership fee: $250/month initial 12 months, then $100/month ongoing
Minimum fee: Financial Planning monthly membership fee: $250/month for first 12 months; $100/month ongoing after 12 months Fee-only: Monthly membership fee for financial planning: $250/month initial 12 months, then $100/month ongoing
Main office
Saint Charles MO
Advisors at this office
1
Most active in
Missouri
Also doing business as
Simplexus LLC · Simplexus Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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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