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CFP

Vincent Munno

Simplicity Wealth
35 Years of Experience
Clearwater, FL
1 DisclosureBrokerSells Insurance
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Vincent Munno is a CFP-designated registered investment advisor at Simplicity Wealth, based in Clearwater, FL, with 35 years of industry experience. Vincent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B in assets under management.

Simplicity Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
8,494 clients
Average Client Portfolio
$503K average
Assets Under Management
$4.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1499 Gulf to Bay Blvd, Clearwater, FL, 33770

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2010
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Vincent is the President of Universal Financial Consultants and Broker Insurance Marketing dba IDA OF FL, both of which wholesale fixed insurance products to independent insurance agents, taking nearly full-time hours. He is also a registered representative with The Leaders Group and a partner in numerous rental property LLCs, dedicating minimal time to the latter.

Employment History
Current Registrations
Simplicity Wealth
November 2024 - Present · 1 yr 11 mos
The Leaders Group, INC.Broker
August 2023 - Present · 3 yrs 2 mos
The Leaders Group, INC.
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Mutual Trust Asset Mgmt., INC.
November 2021 - September 2023 · 1 yr 10 mos
The Leaders Group, INC.Broker
January 2015 - December 2015 · 11 mos
Ing Financial Partners, INC.Broker
January 2004 - August 2010 · 6 yrs 7 mos
Locust Street Securities, INC.Broker
August 2002 - January 2004 · 1 yr 5 mos
Mutual Trust Company of America SecuritiesBroker
December 1990 - September 2023 · 32 yrs 9 mos
State Registrations5 states
CACTFLNVUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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