Daniel Harmeyer
Daniel Harmeyer is a CFP-designated registered investment advisor at Simplicity Wealth, based in Alpharetta, GA, with 30 years of industry experience. Daniel 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
2300 Lakeview Parkway, Suite 700, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel works as an insurance agent since 2023, selling various insurance products. This takes about 10-20% of his time.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Trajan Wealth, L.L.C.
Fisher Investments
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Echo Advisory Group, LLC
Echo Advisory Group, LLC
World Group Securities, INC.Broker
Nylife Securities INC.Broker
Terra Financial Planning Group LTD
Capital Brokerage CorporationBroker
AXA Advisors, LLCBroker
Financial Network Investment CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.