KEEP IT SIMPLE FINANCIAL PLANNING

KEEP IT SIMPLE FINANCIAL PLANNING of ORANGE, CA is an SEC-registered investment adviser (CRD 269826). Regulatory assets under management: $71.2M.

Registration

• CRD: 269826
• Type: Registered investment adviser
• Location: 134 S. GLASSELL ST., SUITE E, ORANGE, CA, 92866
• Phone: (877) 673-8473
• Latest filing: 2026-07-10
• Regulatory AUM: $71.2M
• Discretionary AUM: $71.2M
• Clients: 2
• Accounts: 279

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 269826 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search