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
Keep It Simple Financial Planning
By the Numbers
-
Total Assets Under Management46MILLION
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Total Number of Accounts229ACCOUNTS
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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
Registered Investment Advisor
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
1
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.
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