Advisor at Simplicity wealth
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
Stephenville, TX 76401
Credentials
Series 63, Series 65, Series 66
Industry experience
22 years
Michael Tucker is a financial advisor with Simplicity Wealth, holding Series 63, 65, and 66 credentials and 22 years of industry experience. His career includes roles at IPA Financial Services, Inc., Tucker Financial Services, LLC, and The Leaders Group. Outside of financial advising, he manages Tucker Ranch, where he raises and sells horses for cutting competitions. 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 utilizes a model-driven, fund-of-funds investment approach and provides technology and operations solutions, including a managed account platform and asset management software for advisers.
Based on Simplicity wealth
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.
801 S Harbin
Stephenville, TX 76401
Texas
IPA Financial Services, Inc
2025 - Present (1 year)
Simplicity Wealth
2023 - Present (3 years)
Tucker Financial Services, LLC.
2021 - Present (5 years)
The Leaders Group
2018 - 2018 (1 year)
Horter Investment Management
2016 - 2018 (2 years)
Tucker Ranch
2016 - Present (10 years)
Tarleton State University
2010 - 2024 (14 years)
IPA Financial Services, Inc
2006 - 2021 (15 years)
Insurance Planners & Advisors Group, Inc
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Stephenville, TX
Southwestern Advisory Group LLC
Series 65
Stephenville, TX
Cwm, Llc
CFP®, Series 66
Stephenville, TX
Cwm, Llc
Series 66
Stephenville, TX
Momentum Independent Network Inc.
Series 65
Stephenville, TX
Cwm, Llc
Series 66
Stephenville, TX
Edward Jones
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