SIMPLIFY WEALTH PLANNING LLC

SIMPLIFY WEALTH PLANNING LLC is an SEC-registered investment adviser (CRD 325474). Regulatory assets under management: $5.7M.

Registration

• CRD: 325474
• Type: Registered investment adviser
• Phone: 512-200-3922
• Latest filing: 2026-04-12
• Regulatory AUM: $5.7M
• Discretionary AUM: $5.7M
• Clients: 2
• Accounts: 25

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325474 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search