Paul Tinnirello
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.
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.
Location
Summit, NJ 07901
Credentials
Series 65, Series 66
Industry experience
8 years
Paul Tinnirello is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Bleakley Financial Group for nine years before joining Simplicity Financial Group in 2023. Simplicity Wealth serves a diverse client base, including individual and high-net-worth clients, as well as financial intermediaries such as third-party advisers and trust companies. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational services through its Managed Account Program and asset management software platform.
Based on Simplicity wealth
Based on Simplicity wealth
Fixed fees for financial planning services; determined on case-by-case basis.
$0+: 0.10% to 2.00% annually (advisory fees based on assets under management, range varies by client) $0+: 0.10% to 0.60% annually (Platform Fee for Managed Account Program, varies by selected services of Adviser) $0+: 0.00% to 1.00% annually (Model Manager Fee, varies by manager and strategy) $0+: 0.00% to 1.00% annually (Independent Manager Fee, varies by independent manager)
Advisors may accept commissions for sales of insurance products independent of advisory services.
Hourly fees for financial planning services; determined on case-by-case basis.
Fee-only: Fixed or hourly fees for financial planning services; fees negotiable and based on case-by-case basis; typically paid in arrears.
475 Springfield Ave., Suite #1
Summit, NJ 07901
New Jersey
Simplicity Financial Group
2023 - Present (3 years)
Bleakley Financial Group
2014 - 2023 (9 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.
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