Simplified Financial Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$72,948,858
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
89
20% high-net worth
Advisors
1
of 2 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
89
HighAverage account size
$819,650
About
Simplified Financial Partners serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, managing roughly $78 million across about 89 client relationships. The firm offers ongoing portfolio management, written financial planning, and pension consulting services tailored to each client’s goals and time horizon.
The firm implements discretionary, long‑term portfolio management using written Investment Policy Statements and a mix of fundamental analysis and modern portfolio theory to guide asset allocation and security selection. Investment advice is generally concentrated in mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), and insurance products, with documented risk tolerances and policies for fair allocation of limited‑supply opportunities.
A notable feature is an affiliation with an accounting practice: a firm principal is a certified public accountant and owner of an affiliated CPA firm, which the brochure identifies as a material relationship and can provide integrated accounting and tax expertise to clients. The firm also requires clients to custody assets with specified custodians (Schwab Institutional and Altruist) and discloses receipt of soft‑dollar research and other institutional services from custodians.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Annuities
Fee options
Financial planning fixed fees between $500 and $10,000
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.80% $2,500,001+: 0.60%
Fee-only: Financial planning fixed fees between $500 and $10,000
Main office location
Simplified Financial Partners
100 5 Th Street, Suite 1
Calumet MI 49913, United States
Number of offices
1
Most active in
Simplified Financial Partners has reported serving >5 clients in these states in the last 12 months.
Michigan · Wisconsin
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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
Quick links
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