Simplify Wealth Planning LLC

Simplify Wealth Planning LLC provides fee‑only financial planning and investment management primarily for individuals and high‑net‑worth clients and, as disclosed in its brochure, may also work with pension and profit‑sharing plans, charitable organizations, corporations, and other businesses. Its service offerings include ongoing and project‑based financial planning, discretionary investment management across stocks, bonds, mutual funds and ETFs, and facilitation of estate plan document creation through a third‑party technology provider.

The firm describes an investment approach grounded in Modern Portfolio Theory, emphasizing asset allocation implemented with a mix of passive and active funds and, where suitable, alternative investments and cryptoassets. Accounts are generally managed on a discretionary basis using the Altruist custodial platform, and the firm bills via fixed quarterly or project/hourly arrangements rather than charging a percentage‑of‑assets fee; clients may also opt into third‑party automated tax‑loss harvesting or direct indexing services managed separately.

Distinctive features in the brochure include complimentary educational seminars and speaking engagements for groups and the firm’s use of a technology partner for estate document creation, offerings that are less common among independent advisers. Founded in 2023 and led by a CFP® professional with prior institutional product‑management experience, the firm’s stated willingness to serve institutional entities, its non‑AUM billing model, and integrations with Altruist for optional tax services set it apart from many peers.