Simplicity Wealth
Simplicity Wealth (CRD# 300572) is a financial advisory firm headquartered in Summit, NJ. They manage $201,035,405 in 2,342 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management201MILLION
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Total Number of Accounts2,342ACCOUNTS
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Average Account Value$85,839
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Jessica Waterhouse (CRD# 7153201) is an Investment Advisor Representative working at Simplicity Wealth in Melbourne, FL and has over 3 years of experience in the finance industry.
Hilary Zaragoza (CRD# 7522057) is an Investment Advisor Representative working at Simplicity Wealth in Palm Harbor, FL and has 1 year of experience in the finance industry.