Clear and Simple Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,096,555
Clients
13
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$776,658
About
Clear and Simple Financial Group provides portfolio management and financial planning primarily for individual clients, including high-net-worth individuals. The firm documents client objectives in an Investment Policy Statement and offers services such as asset allocation, asset selection, and regular portfolio monitoring.
The firm employs a mix of analytical methods — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and generally pursues a long-term trading approach with cash-flow and income-oriented portfolios as needed. CASFG does not have discretionary trading authority; it reports approximately $10.1 million in assets classified as non-discretionary and no discretionary assets, so recommendations are implemented only with client approval.
A notable aspect of the firm is that its principal is a licensed insurance agent who may offer commissionable insurance products and annuities to clients, a relationship the brochure discloses as a potential conflict of interest. The firm serves a small client roster (13 clients), does not accept performance-based fees, and does not aggregate trades for multiple client accounts, features that can distinguish its trade execution and advisory model from many peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement income strategy
Annuities
Real estate investing
Cash flow / budgeting
Fee options
Fixed financial planning fees negotiated between $50 and $25,000
$0 - $249,999: 1.00% $250,000 - $499,999: 0.90% $500,000 - $749,999: 0.75% $750,000 - $999,999: 0.60% $1,000,000 - And Up: 0.50%
$50 to $250 per hour for financial planning services
Fee-only: Fixed fees between $50 and $25,000 for financial plans; Hourly fees between $50 and $250 for financial planning services
Main office location
Clear and Simple Financial Group LLC
Allen TX, United States
Number of offices
1
Most active in
Clear and Simple Financial Group LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
Forms ADV
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