Simplify Wealth Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,717,413
Clients
19
42% 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
19
LowAverage account size
$300,916
About
Simplify Wealth Planning serves individual and high‑net‑worth clients with fee-only financial planning and investment management through ongoing, project-based, and hourly engagements. Services described in the brochure include retirement and estate planning guidance, business planning consulting, insurance and tax‑planning reviews, and portfolio management across stocks, bonds, mutual funds, ETFs and cash equivalents.
The firm’s investment approach is built on modern portfolio theory and proprietary model portfolios, blending passive and active fund choices and emphasizing asset allocation tailored to each client’s goals, risk tolerance, and tax considerations. Accounts are generally managed on a discretionary basis when authorized, and the firm may incorporate less‑traditional exposures — including alternative investments and cryptoassets where suitable — while offering optional third‑party features such as automated tax‑loss harvesting and direct indexing through its Altruist custodian platform.
Compared with many peers, Simplify Wealth Planning uses fixed quarterly, project‑based and hourly billing arrangements rather than a percentage‑of‑assets fee model and offers educational seminars and speaking engagements at no cost. The brochure also documents the firm’s use of a third‑party estate‑document platform and provides detailed disclosures on crypto‑related risks, features that are notable for a small, fee‑only advisory firm.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fees typically between $4,000 and $8,000, fixed fee basis
Hourly rate of $400.00 billed in 15-minute increments with a minimum of 2 hours
Minimum fee: Minimum annual fees of $7,000 for "Wealth Building & Employer Stock Optimization" and $9,000 for "Wealth Decumulation & Retirement Income" offerings Fee-only: Fee-only firm; compensation solely from clients for services
Main office location
Simplify Wealth Planning LLC
Austin TX, United States
Number of offices
1
Most active in
Simplify Wealth Planning 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 not active or affiliated with:
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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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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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