Ocala, FL 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
7500 SW 61st Ave, Suite 700
Ocala FL 34476
Advisors at this office
3
Advisors at this office
Michael R
CFP®, ChFC®, Series 66
Ocala, FL
Simplicity wealth
Michael Riley is a CFP®, ChFC®, and Series 66-registered financial advisor with 33 years of industry experience. He is currently with Simplicity Wealth and also maintains roles at The Leaders Group Inc and Estate & Retirement Resources, where he has provided estate and financial planning services since 1998. Riley serves on the boards of the Salvation Army in Ocala and the Academy at the Lakes, a non-profit secondary education institution. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and financial firms. The firm offers advisory services ranging from financial planning to discretionary portfolio management, typically implementing fund-of-funds strategies with ETFs, mutual funds, and select individual securities, alongside technology and operational solutions for other advisers.
Brian W
Series 66
Ocala, FL
Simplicity wealth
Brian Wakefield is a financial advisor with Simplicity Wealth based in Ocala, FL, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Edward Jones and multiple investment-related firms, and he is also involved with Estate & Retirement Resources, where he offers estate and financial planning alongside fixed insurance products. Simplicity Wealth serves a diverse client base including individual investors and institutional clients, offering services ranging from financial planning to retirement plan management. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and model portfolios, combining advisory services with technology solutions designed for other advisers.
Armen R
Series 65, Series 66
Ocala, FL
Simplicity wealth
Armen Riley is a financial advisor at Simplicity Wealth with one year of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Estate and Retirement Resources, Inc. from 2022 to 2025. Riley is also a registered insurance agent providing tailored insurance solutions to clients and estates. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm utilizes a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside an asset management platform for advisers.
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