Simply Money Advisors

Simply Money Advisors (CRD# 106619) is a financial advisory firm headquartered in Cincinnati, OH. They manage $688,625,005 in 4,354 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    689
    MILLION
  • Total Number of Accounts
    4,354
    ACCOUNTS
  • Average Account Value
    $158,159
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, IN, KY, LA, MI, NC, OH, SC, TN, TX

Financial Advisors at Simply Money Advisors
Showing 1 - 10 of 20 top financial advisors.
1
Matthew J. Bonzella
CRD#: 25799
7890 E. Kemper Road, Suite 200, Cincinnati, OH 45249
96
Wealthminder
score

Matthew Bonzella (CRD# 25799) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 31 years of experience in the finance industry. Matthew Bonzella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael C. Coates
CRD#: 5397320
7890 E Kemper Road, Suite 200, Cincinnati, OH 45249
96
Wealthminder
score

Michael Coates (CRD# 5397320) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 10 years of experience in the finance industry. Michael Coates has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Karen J. Imhoff
CRD#: 5105966
7890 E Kemper Road, Suite 200, Cincinnati, OH 45249
96
Wealthminder
score

Karen Imhoff (CRD# 5105966) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 6 years of experience in the finance industry. Karen Imhoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brian D. James
CRD#: 2963035
7890 E Kemper Road, Suite 200, Cincinnati, OH 45249
96
Wealthminder
score

Brian James (CRD# 2963035) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 19 years of experience in the finance industry. Brian James has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Joyce M. Kesselring
CRD#: 4161093
7890 E Kemper Road, Suite 200, Cincinnati, OH 45249
96
Wealthminder
score

Joyce Kesselring (CRD# 4161093) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 12 years of experience in the finance industry. Joyce Kesselring has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Richard S. Mayer
CRD#: 2206972
7890 E. Kemper Road, Suite 200, Cincinnati, OH 45249
96
Wealthminder
score

Richard Mayer (CRD# 2206972) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 18 years of experience in the finance industry. Richard Mayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Eva D. Purvis
CRD#: 4397484
7890 E Kemper Road, Suite 200, Cincinnati, OH 45249
96
Wealthminder
score

Eva Purvis (CRD# 4397484) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 15 years of experience in the finance industry. Eva Purvis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Cynthia B. Rogers
CRD#: 1097384
7890 E Kemper Road, Suite 200, Cincinnati, OH 45249
96
Wealthminder
score

Cynthia Rogers (CRD# 1097384) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 34 years of experience in the finance industry. Cynthia Rogers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Alexander E. Scott
CRD#: 4442359
7890 E Kemper Road, Suite 200, Cincinnati, OH 45249
96
Wealthminder
score

Alexander Scott (CRD# 4442359) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 11 years of experience in the finance industry. Alexander Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Steven M. Sprovach
CRD#: 734203
7890 E. Kemper Road, Suite 200, Cincinnati, OH 45249
96
Wealthminder
score

Steven Sprovach (CRD# 734203) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 33 years of experience in the finance industry. Steven Sprovach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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