Maryanne John
Advisor at Simple Wealth LLC
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
Simple Wealth LLC
Location
Liberty Lake, WA 99019
Credentials
Series 66
Industry experience
11 years
About
Maryanne John is a financial advisor at Simple Wealth LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Securities America, Inc. and Osaic Wealth, Inc. Maryanne is also a licensed life and disability insurance agent and volunteers as a financial literacy educator for the nonprofit Financial Beginnings. Simple Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning for individual and high-net-worth clients, as well as charitable organizations. The firm employs asset-allocation-based investment strategies and manages approximately $52.9 million in client assets.
Expertise
Based on Simple Wealth LLC
Options & derivatives strategies
Cash flow / budgeting
Income planning
Fee options
Fixed fees for financial planning services, amount depends on complexity and prior relationship
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,250,000: 1.25% $1,250,001 - $2,000,000: 1.00% $2,000,001 - $25,000,000: 0.75% $25,000,001+: 0.50%
Investment advisor representatives may receive commissions for sale of securities as registered representatives of Osaic Wealth, Inc.
$250 per hour for financial planning services
Fee-only: Hourly fees at $250 per hour; Fixed fees for financial planning vary by complexity and prior relationship
Location
2310 N Molter, Suite 103
Liberty Lake, WA 99019
Most active in
Maryanne J has reported serving >5 clients in these states in the last 12 months.
Washington
Work history
OSAIC
2024 - Present (2 years)
OSAIC
2024 - Present (2 years)
Simple Wealth LLC
2022 - Present (4 years)
Securities America, inc.
2020 - 2024 (4 years)
Maryanne John, Sole Proprietor
2015 - Present (11 years)
Securities Service Network, inc
2014 - 2020 (6 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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Eric M
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Edward L
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Valleyford, WA
M Group
Charles P
Series 63, Series 65
Liberty Lake, WA
Simple Wealth LLC
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