Simply Money Advisors
Simply Money Advisors (CRD# 106619) is a financial advisory firm headquartered in Cincinnati, OH. They manage $711,616,000 in 4,450 accounts and serve the financial needs of clients across 14 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management712MILLION
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Total Number of Accounts4,450ACCOUNTS
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Average Account Value$159,914
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
Registered Investment Advisor
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
No Advisor Found.
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