Jared Bross
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.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Fixed financial planning fees generally range from $1,000 to $5,000, negotiable and case-by-case.
$0+: 0.10% to 2.00% (advisory fees typically based on a percentage of assets under management) $0+: 0.10% to 0.60% (Platform Fee for Managed Account Program) $0+: 0.00% to 1.00% (Model Manager Fees) $0+: 0.00% to 1.00% (Independent Manager Fees) $0+: 0.10% per annum (Tax Overlay Service Fee) $0+: 0.10% per annum (Socially Responsible Investing Service Fee) $0+: 0.10% per annum (Index Replication Service Fee)
Hourly financial planning fees between $50 and $400 per hour.
Fee-only: Financial planning fees charged on fixed or hourly basis; hourly fees range from $50 to $400 per hour; fixed fees generally range from $1,000 to $5,000.
Work history
Bross Capital Management
2026 - Present (1 year)
Simplicity Wealth
2026 - Present (1 year)
West Side Travel Stop
2020 - 2026 (6 years)
Unemployed
2020 - 2020 (1 year)
Lazy E Arena
2019 - 2020 (1 year)
University of Central Oklahoma
2017 - 2019 (2 years)
Domino's Pizza
2016 - 2017 (1 year)
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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