A complete list of active advisors currently associated with Simplified Wealth Management

Warmer can help you find a great advisor at Simplified Wealth Management or one who fits your needs even better.

Simplified Wealth Management serves individual investors, including high‑net‑worth clients, by providing discretionary portfolio management, managed account programs, and related consulting and investment strategy recommendations. The firm charges asset‑based fees and monitors accounts on a regular basis while permitting clients to impose written investment restrictions. The firm describes a multi‑method investment approach — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases — with portfolios tailored to clients’ stated risk tolerances and time horizons. It also offers participant account management for defined‑contribution plan participants via a third‑party platform that connects held‑away accounts and enables discretionary rebalancing without the firm taking direct custody of client login credentials. Distinctive features noted in the brochure include no minimum account size and that the firm’s reported assets are managed entirely on a discretionary basis; several representatives are also licensed insurance agents and may offer commissionable insurance products through an insurance business owned by the firm’s principal, a potential conflict the brochure discloses. The firm additionally discloses use of third‑party service providers that incorporate artificial intelligence or machine learning and states it conducts periodic due diligence on those providers; financial planning is described as a one‑time deliverable unless clients engage further services.

To learn more about the advisors currently working at Simplified Wealth Management, 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.