August Velten
Advisor at Simplicity wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Simplicity wealth
Location
Melbourne, FL 32940
Credentials
Series 65
Industry experience
13 years
About
August Velten is a financial advisor at Simplicity Wealth with 13 years of industry experience. He holds a Series 65 credential and has worked at Simplicity Wealth since 2019, previously serving at Horter Investment Management and operating his own firm, August H. Velten & Associates, since 2009. Outside of advisory services, he is the owner and president of August H. Velten & Associates, which provides life, health insurance, and annuity sales. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operations support through its Managed Account Program and customizable asset management software platform.
Client services
Based on Simplicity wealth
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Financial planning fixed fees determined case-by-case, negotiable.
$0+: 0.10% to 2.00% $0+: Platform Fee: 0.10% to 0.60% $0+: Model Manager Fee: 0.00% to 1.00% $0+: Independent Manager Fee: 0.00% to 1.00% $0+: Tax Overlay Service Fee: 0.10% per annum $0+: Socially Responsible Investing Service Fee: 0.10% per annum $0+: Index Replication Service Fee: 0.10% per annum
Advisors may accept commissions from insurance product sales separate from advisory fees.
Financial planning hourly fees determined case-by-case, negotiable.
Fee-only: Financial planning fees charged on fixed or hourly basis, fees negotiable and documented in agreement.
Location
4875 N. Wickham Road, Suite 101
Melbourne, FL 32940
Most active in
August V has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Simplicity Wealth, LLC
2019 - Present (7 years)
Horter Investment Management
2016 - 2019 (3 years)
August H. Velten & Associates
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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