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Joseph Remson

Advisor at Simplicity wealth

Updated today
Simplicity wealth logo

Firm

Simplicity wealth

Location

Nashua, NH

Credentials

Series 66

Industry experience

6 years

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Fixed financial planning fees generally range from $1,000 to $5,000, negotiable and case-by-case.

Percentage

$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)

Project-based

Hourly financial planning fees between $50 and $400 per hour.

Other

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

Simplicity Wealth

2024 - Present (2 years)

Grantie Rock Wealth Management

2024 - Present (2 years)

FOUNDATIONS INVESTMENT ADVISORS, llc

2022 - 2024 (2 years)

Equity Services Inc./ESI Financial Advisors

2021 - 2022 (1 year)

National Life Group

2021 - Present (5 years)

The Prudential Insurance Company of America

2019 - 2021 (2 years)

Pruco Securities LLC

2019 - 2021 (2 years)

Axa Advisors, Llc

2019 - 2019 (1 year)

UnEmployed

2018 - 2019 (1 year)

Certified Automotive Solutions

2017 - 2018 (1 year)

A Plus Auto Body Repair

2016 - 2017 (1 year)

Certified Automotive Solutions

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Inna R

CFP®

Windham, NH

Sunflower Financial Planning, LLC

At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today. We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning. Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.

General retirement planning Gen X (Born 1965-1980) Single Women

Bryce H

Series 63, Series 66

Salem, NH

Fidelity

Bryce Haynes is a Planning Consultant at Fidelity Investments, where he partners with local individuals and their loved ones to develop comprehensive financial plans. He emphasizes connecting on a personal level to understand client preferences and utilizes Fidelity's resources to align plans with their financial goals. Bryce has accumulated experience in various roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, Retirements Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Insurance Representative at Mutual of Omaha from 2020 to 2021. Outside of his professional work, Bryce has interests in comedy, cooking and baking, golf, movies, pets, and traveling.

General retirement planning Income planning Wealth management

Diana E

Series 63, Series 66

Hudson, NH

Fidelity

Diana Erickson is a Financial Consultant at Fidelity Investments, where she currently provides financial advisory services. She has been with Fidelity Investments since 2018, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Client Management Representative, and Portfolio Specialist before assuming her current position in 2023. Her experience at Fidelity Investments spans several aspects of financial services, focusing on client management and investment solutions. Diana holds insurance licenses in Arkansas and California, supporting her ability to assist clients in those states. Diana's professional focus is on helping clients build and grow their wealth.

Wealth management Passive / index investing

Baban B

Series 63, Series 66

Merrimack, NH

Fidelity

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

General retirement planning Retirement income strategy Income planning Social Security optimization Medicare planning

Joseph I

Series 63, Series 66

Nashua, NH

Fidelity

Joseph Isabelle is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He partners with individuals and their families to create financial plans aimed at minimizing hidden risks in retirement. Joseph has extensive experience at Fidelity Investments, having served in various roles since 2001. His previous positions include PAS Financial Consultant, Investment Solutions Consultant, Portfolio Specialist, Client Management Representative, and Financial Representative. This diverse experience provides him with a comprehensive understanding of financial consulting and investment solutions.

General retirement planning Retirement income strategy Income planning

Peter A

Series 63, Series 66

Londonderry, NH

Fidelity

Peter Anthony is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2008. He began his career with Fidelity in 2004 and has held several roles within the company, including Financial Planning Consultant, Senior Investment Consultant, Investment Representative, and Financial Representative. His professional journey reflects extensive experience in financial consulting and investment advising. Peter holds insurance licenses in Arkansas and California, supporting his work in financial planning and investment services. He emphasizes a partnership approach with clients, focusing on active listening and understanding each individual's unique situation to develop tailored financial strategies. Outside of his professional responsibilities, Peter enjoys boating, fishing, hiking, fitness activities, and spending time with his family, often engaging in lake-related activities.

Wealth management Active portfolio management Income planning Cash flow / budgeting Financial Professional
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