Clearwater, FL Gulf To Bay Blvd Office
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Simplicity wealth
Multi-team
Firm-wide stats for Simplicity wealth
About
Simplicity Wealth serves a broad mix of clients including individual and high‑net‑worth investors, defined contribution and defined benefit retirement plans, corporate and institutional investors, and other financial firms such as third‑party advisors, broker‑dealers, insurance companies, banks and trust companies. The firm provides advisory services ranging from financial planning and individual portfolio management to discretionary and non‑discretionary retirement plan services and a managed account platform (TAMP) for advisers.
The firm typically implements a “fund‑of‑funds” style using ETFs, mutual funds and, when appropriate, individual securities, and constructs model portfolios that are monitored and rebalanced on an ongoing basis; it also uses independent managers and offers optional overlays such as tax optimization, tax transition, customized investment screening, and index replication. Simplicity Wealth maintains discretionary authority over timing and execution for many models while coordinating with advisers and Model Managers, and it describes a formal due diligence and monitoring process for third‑party Model Managers.
Compared with many peers, Simplicity Wealth combines advisory services with technology and operational offerings for other advisers — including a private‑labelable asset management Software Program, data aggregation, and back‑office processing/billing — and operates a TAMP that makes multiple Model Managers available to advisers. The firm also discloses recent material amendments (filed March 25, 2026) that renamed its screening service, expanded risk disclosures to include crypto assets and insurance carrier risk, and added disclosures about conflicts of interest relating to arrangements with Fidelity and trade aggregation practices.
Based on Simplicity wealth
Expertise
Based on Simplicity wealth
Location
1499 Gulf To Bay Blvd
Clearwater FL 33755
Advisors at this office
3
Advisors at this office
Vincent M
CFP®, Series 63
Clearwater, FL
Simplicity wealth
Vincent Munno is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Simplicity Wealth. His prior experience includes roles at Mutual Trust Co. of America Securities and other financial and insurance-related businesses. Outside of advisory work, he is involved in the wholesale of fixed insurance products and owns several car wash businesses. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors, providing financial planning, portfolio management, and advisor support through a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities. The firm combines advisory services with technology and operational solutions, including a managed account platform and multiple model manager offerings.
Michael G
Series 66
Clearwater, FL
Simplicity wealth
Michael Gilbert is a financial advisor at Simplicity Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Wells Fargo Clearing. Gilbert is also a registered insurance agent who speaks with clients about insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational solutions for other advisers.
Benjamin C
CFP®, Series 63
Clearwater, FL
Simplicity wealth
Benjamin Clark is a CFP® with three years of industry experience, currently affiliated with Simplicity Wealth in Clearwater, FL. He has worked at Simplicity Wealth since 2024 and also operates Clark Wealth LLC, where he is involved in wholesale insurance sales. Prior to his current roles, he held positions at Universal Financial Consultants and Ernst & Young Investment Advisers LLP. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporations, and other financial firms. The firm utilizes a fund-of-funds strategy incorporating ETFs, mutual funds, and individual securities, and offers a turnkey asset management platform with model portfolios, third-party manager oversight, and technology-driven solutions for advisers.
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