A complete list of active advisors currently associated with The Simple Investor's Guide, LLC
Warmer can help you find a great advisor at The Simple Investor's Guide, LLC or one who fits your needs even better.
The Simple Investor's Guide, LLC is a single-advisor, independent registered investment adviser that provides non-discretionary portfolio management, financial planning, and consulting to individuals (including high-net-worth clients), corporations, and employee benefit plans. The firm reports managing $12,547,686 on behalf of 19 clients and also offers plan-level services such as existing plan reviews and participant education. The firm’s investment process is tailored to each client and emphasizes client approval for transactions—advice and model portfolios are provided but trades are executed only with client consent. The adviser monitors portfolios, rebalances as needed, and provides complimentary financial planning to clients who engage its portfolio management services; it may also recommend third‑party money managers for discretionary implementation. Notable distinctions from many peers include its predominantly non‑discretionary asset management model (the firm states its AUM is managed on a non‑discretionary basis) and a formal investor education program that offers multi‑day seminars and workshops. The firm also operates as a fee‑only adviser and is a very small, solo practice with relatively concentrated assets per client, which may affect the degree of personalization and direct access clients receive.
To learn more about the advisors currently working at The Simple Investor's Guide, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Simi Valley, CA
| 9
|
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