A complete list of active advisors currently associated with Simplicity wealth

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

Simplicity Wealth provides investment management and financial planning primarily to individuals (including high‑net‑worth clients), retirement plan sponsors, and a range of institutional clients, and also serves third‑party investment advisers and banks and trust companies through its platform. The firm’s services include discretionary portfolio management, retirement plan services under ERISA Sections 3(21) and 3(38), and a turnkey managed‑account program for advisers. The firm implements a fund‑of‑funds approach built mainly from mutual funds and ETFs, delivered through model portfolios, independent managers, and proprietary models, with discretion to rebalance and manage tax impacts. It supplements portfolio management with optional Tax Overlay and Tax Transition services, socially responsible investing screens, index replication, and data aggregation and reporting tools to customize client solutions. Noteworthy for a multi‑team adviser, Simplicity Wealth supports a large adviser network and platform operations—175 advisors managing about $4.27 billion in assets—and offers software licensing, back‑office processing, and billing services to other advisers and institutional clients. The firm also maintains a formal disclosure program (posting its Disclosure Brochure and providing summaries of material changes on its website and the SEC’s adviser database) and discloses affiliations with broker‑dealers and insurance organizations that may create conflicts of interest.

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