A complete list of active advisors currently associated with Simplicity Financial, LLC

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

Simplicity Financial is a state‑registered, solo independent advisory firm that serves individuals (including non‑high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers investment advisory services using third‑party money managers, a full suite of financial planning services (including comprehensive ongoing planning on a retainer basis), and retirement plan consulting to plan administrators. The firm primarily pursues passive investment management, constructing portfolios from index mutual funds and ETFs and implementing allocations through outside managers. Advisors assist clients in selecting model allocations, completing outside‑manager onboarding, and performing annual reviews, while noting that client‑imposed restrictions on individual securities are often limited when accounts are managed by outside managers. Distinctive aspects include an affiliated tax‑preparation/accounting business under common control that shares office space and may be recommended to clients under separate agreements, and an explicit retirement plan consulting service for plan sponsors that excludes certain illiquid or employer‑sponsored assets. The firm also uses the Betterment Institutional platform for custody and execution, participates in third‑party referral arrangements, and advertises third‑party ratings — features that are relatively uncommon among similarly sized independent advisers.

To learn more about the advisors currently working at Simplicity Financial, 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.