Simplicity Financial, LLC logo

Simplicity Financial, LLC

Updated today

Client assets under management

$8,000,000

Clients

79

0% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

79

Very High

Average account size

$101,266

About

Simplicity Financial is a state‑registered, solo independent advisory firm that serves individuals (including non‑high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers investment advisory services using third‑party money managers, a full suite of financial planning services (including comprehensive ongoing planning on a retainer basis), and retirement plan consulting to plan administrators.

The firm primarily pursues passive investment management, constructing portfolios from index mutual funds and ETFs and implementing allocations through outside managers. Advisors assist clients in selecting model allocations, completing outside‑manager onboarding, and performing annual reviews, while noting that client‑imposed restrictions on individual securities are often limited when accounts are managed by outside managers.

Distinctive aspects include an affiliated tax‑preparation/accounting business under common control that shares office space and may be recommended to clients under separate agreements, and an explicit retirement plan consulting service for plan sponsors that excludes certain illiquid or employer‑sponsored assets. The firm also uses the Betterment Institutional platform for custody and execution, participates in third‑party referral arrangements, and advertises third‑party ratings — features that are relatively uncommon among similarly sized independent advisers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Comprehensive financial planning

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance

Fee options

Fixed

Fixed fee financial planning: $500 to $2,000; Comprehensive financial planning: $1,200 to $50,000 annually

Percentage

0.95% annually (standard advisory fee, negotiable)

Other

Fee-only: Fixed fees for financial planning ranging from $500 to $2,000; comprehensive financial planning flat fees range from $1,200 to $50,000 annually

Main office location

Simplicity Financial, LLC

342 N Water Street, 6 Th Floor

Milwaukee WI 53202, United States

Number of offices

1

Most active in

Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

Jared A

CFP®

Milwaukee, WI

Simplicity Financial, LLC

Hi, I’m Jared Andreoli, CFP®, CSLP®, and I launched Simplicity Financial in 2017. As a Certified Financial Planner (CFP®) and a Certified Student Loan Planner (CSLP®), I work with Physicians, Fellows, and residents to develop a financial road map to achieve their financial goals. Whether it be buying a house, paying off student loans, planning for retirement, or planning for a growing family, we work with clients to identify their financial picture and create a plan that aligns with their values. I have been interested in finances ever since I can remember, from being excited about a coin sorter as an 8 year old, to hiding my birthday money in the front cover of my Harry Potter book. In fact, one year, my favorite birthday gift was a book titled The Kids’ Money Book, and it still holds a special place on my bookshelf. Even as a child, I quickly realized that if I diligently managed my money, I could do even more things with this key tool. Another passion of mine has always been helping people achieve success by connecting on a personal level. To me, there is no better feeling than the joy I experience when I have helped someone, whether it be big or small. So, it comes as no surprise that financial planning was an obvious fit for me. After completing a college baseball career and graduating from Western Kentucky University with a finance major with a concentration in financial planning, I spent 6 years working as a mutual fund administrator for a large company. While I learned an immense amount about the financial world, I was missing the personal connection of working with individual clients that I could not find in the corporate world. In 2017, I put my aspirations into action and established Simplicity Financial.

Student loan debt Doctor or Medical Professional Pharmacist Gen Y/Millennials (Born 1980-1995)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")