Keep It Simple Financial Planning

Keep It Simple Financial Planning (CRD# 269826) is a financial advisory firm headquartered in Orange, CA. They manage $46,444,499 in 229 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
333 City Blvd W. #1700, Orange, CA 92868
https://www.facebook.com/keepitsimplefinancialplanning
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    229
    ACCOUNTS
  • Average Account Value
    $202,814
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, NY, OH, TX

Financial Advisors at Keep It Simple Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Jason Hamilton, financial advisor Orange CA
Jason J. Hamilton
CRD#: 6573433
333 City Blvd W. #1700, Orange, CA 92868

Jason Hamilton (CRD# 6573433) is an Investment Advisor Representative working at Keep It Simple Financial Planning in Orange, CA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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