Simplified Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$72,948,858
Clients
89
Advisors
1
of 2 employees
About
Simplified Financial Partners serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, managing roughly $78 million across about 89 client relationships. The firm offers ongoing portfolio management, written financial planning, and pension consulting services tailored to each client’s goals and time horizon.
The firm implements discretionary, long‑term portfolio management using written Investment Policy Statements and a mix of fundamental analysis and modern portfolio theory to guide asset allocation and security selection. Investment advice is generally concentrated in mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), and insurance products, with documented risk tolerances and policies for fair allocation of limited‑supply opportunities.
A notable feature is an affiliation with an accounting practice: a firm principal is a certified public accountant and owner of an affiliated CPA firm, which the brochure identifies as a material relationship and can provide integrated accounting and tax expertise to clients. The firm also requires clients to custody assets with specified custodians (Schwab Institutional and Altruist) and discloses receipt of soft‑dollar research and other institutional services from custodians.
Client services
Expertise
Fee options
Financial planning fixed fees between $500 and $10,000
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.80% $2,500,001+: 0.60%
Fee-only: Financial planning fixed fees between $500 and $10,000
Main office
100 5th St. Suite 1
Calumet MI 49913
Advisors at this office
1
Most active in
Michigan · Wisconsin
Also doing business as
Simplified Financial Partners · Simplified Financial Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Quick links
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