Simplified Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Simplified Wealth LLC provides financial planning, investment management, tax return preparation, and related wealth‑management services to individuals and high‑net‑worth individuals. The firm integrates financial planning, tax management, investment management, estate planning, and risk management for its client base of 32 individuals.
The firm’s investment approach emphasizes strategic asset allocation and largely passive portfolio construction, using risk‑tolerance profiling and periodic tactical adjustments within target ranges. Simplified Wealth manages both discretionary and non‑discretionary accounts and offers held‑away account reviews and implementation recommendations for accounts where it does not have trading authority.
Notably, the firm combines advisory services with tax capabilities uncommon among peers: the lead advisor holds CFA®, CFP® and EA credentials, Simplified Wealth offers tax return preparation and may engage third‑party accounting/bookkeeping firms, and the advisor has prior tax‑services experience. The firm also conducts educational seminars and speaking engagements and reports $5,291,905 in discretionary and $4,449,814 in non‑discretionary AUM as of December 31, 2025, indicating a higher-than‑typical share of non‑discretionary assets.
Client services
Expertise
Fee options
Ongoing Financial Planning upfront fee: $250 - $500; Quarterly flat fee: $875 - $12,500; Project-Based Financial Planning: $2,000 - $15,500
$0 - $99,999: 0.95% $100,000 - $499,999: 0.80% $500,000 - $999,999: 0.65% $1,000,000 - $2,499,999: 0.60% $2,500,000 - $4,999,999: 0.55% $5,000,000 - $7,499,999: 0.35% $7,500,000 - $9,999,999: 0.30% $10,000,000+: 0.25%
$311 per hour
Ongoing Financial Planning quarterly fee: $875 - $12,500 per quarter
Fee-only: Project-Based Financial Planning: $2,000 - $15,500; Hourly Financial Planning: $311 per hour; Ongoing Financial Planning: $250 - $500 upfront plus $875 - $12,500 per quarter
Main office
Greensboro NC
Advisors at this office
1
Most active in
North Carolina
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
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