John Ressler
John Ressler is a CFP, ChFC-designated registered investment advisor at Simplicity Wealth, based in Lady Lake, FL, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
796 Cr 466, Lady Lake, FL, 32159
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Regulatory History (2)
Customer Dispute
October 2013Customer Dispute
August 1996Other Business ActivitiesSells Insurance
John operates his LPL business through Aspen Financial Services, Inc. and Strategic Wealth Planning Group LLC. He also owns Ressler Insurance Services, a real estate rental property (Zoe Properties LLC), and provides notary services, dedicating minimal time to each.
Employment History
Current Registrations
Simplicity Wealth
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Tlg Advisors, INC.
LPL Financial LLCBroker
LPL Financial LLC
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
LPL Financial LLC
LPL Financial LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service Corporation
Mutual Service CorporationBroker
Berthel, Fisher & Company Financial Services, INC.Broker
Princor Financial Services CorporationBroker
Locust Street Securities, INC.Broker
Princor Financial Services CorporationBroker
State Registrations4 states
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.