# SIMPLIFY WEALTH PLANNING LLC

SIMPLIFY WEALTH PLANNING LLC is an SEC-registered investment adviser.

## Registration

- CRD: 325474
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325474/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325474/similar
- Related entities: https://search.stillhousedata.com/firm/325474/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325474

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.