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
1520 Clay Street, Suite F-3, North Kansas City, MO 64116
https://www.linkedin.com/in/andyflattery/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IA, KS, MO

Financial Advisors at Simple Wealth Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Flattery, financial advisor North Kansas City MO
Andrew M. Flattery
CRD#: 5282626
1520 Clay Street, Suite F-3, North Kansas City, MO 64116

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.

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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