Simple Wealth Planning LLC
Simple Wealth Planning LLC (CRD# 315190) is a financial advisory firm headquartered in North Kansas City, MO. They manage $8,627,995 in 133 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management9MILLION
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Total Number of Accounts133ACCOUNTS
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Average Account Value$64,872
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, KS, MO
Financial Advisors at Simple Wealth Planning LLC
1
Andrew Flattery (CRD# 5282626) is an Investment Advisor Representative working at Simple Wealth Planning LLC in North Kansas City, MO and has over 13 years of experience in the finance industry.
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