Simplified Wealth Management's Form ADV discloses 2.00% on the first $500,000, 1.75% on the next $500,000, 1.50% on the next $500,000, 1.00% on the next $500,000, 0.75% on the next $1 million, and 0.50% on assets above $3 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #297059), Simplified Wealth Management is subject to fiduciary duty under federal law.
Simplified Wealth Management is headquartered in HATTIESBURG, MS.
Simplified Wealth Management serves 91 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, Simplified Wealth Management offers portfolio management for individuals. View all service details ↓
Simplified Wealth Management manages $226 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, Simplified Wealth Management serves high-net-worth individuals. View client details ↓