Simplicity Wealth
Simplicity Wealth (CRD# 300572) is a financial advisory firm headquartered in Summit, NJ. They manage $3,166,555,578 in 6,188 accounts and serve the financial needs of clients across 52 states (or territories).
-
Total Assets Under Management3,167MILLION
-
Total Number of Accounts6,188ACCOUNTS
-
Average Account Value$511,725
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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
Hunt Taylor (CRD# 4129261) is an Investment Advisor Representative working at Simplicity Wealth in Memphis, TN and has over 23 years of experience in the finance industry.
August Velten (CRD# 821458) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 12 years of experience in the finance industry.
David Vogel (CRD# 1020967) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 42 years of experience in the finance industry.
Parry Ward (CRD# 2452154) is an Investment Advisor Representative working at Simplicity Wealth in Sun City Center, FL and has over 9 years of experience in the finance industry.
Mary Bellofatto (CRD# 7773509) is an Investment Advisor Representative working at Simplicity Wealth in Pine Brook, NJ and has 1 year of experience in the finance industry.
Chad Blanton (CRD# 6779875) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 7 years of experience in the finance industry.
Benjamin Clark (CRD# 4326611) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 21 years of experience in the finance industry.
Walter Decherd (CRD# 5588916) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 15 years of experience in the finance industry.
Joseph Deitrich (CRD# 7844568) is an Investment Advisor Representative working at Simplicity Wealth in Camp Hill, PA and has 1 year of experience in the finance industry.
Stephen Harper (CRD# 2499934) is an Investment Advisor Representative working at Simplicity Wealth in Florence, KY and has over 29 years of experience in the finance industry.