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Steven Musser

Simplicity Wealth
35 Years of Experience
San Diego, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Steven Musser is a registered investment advisor at Simplicity Wealth, based in San Diego, CA, with 35 years of industry experience. Steven 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

5435 Oberlin Dr., Suite 200, San Diego, CA, 92121

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History

Regulatory History (2)
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.
Customer Dispute
February 2024
Settled
Customer Dispute
June 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Steven is a licensed insurance agent providing various types of fixed insurance, dedicating a few hours per week. He also works nearly full-time as a financial advisor and investment adviser representative through multiple entities.

Employment History
Current Registrations
Simplicity Wealth
July 2026 - Present · 3 mos
The Leaders Group, INC.Broker
February 2026 - Present · 8 mos
The Leaders Group, INC.
February 2026 - Present · 8 mos
Ats Wealth Management
December 2011 - Present · 14 yrs 10 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
September 2025 - January 2026 · 4 mos
Cetera Investment Advisers LLC
September 2025 - January 2026 · 4 mos
Avantax Investment Services, INC.Broker
May 2022 - September 2025 · 3 yrs 4 mos
Avantax Advisory Services
May 2022 - September 2025 · 3 yrs 4 mos
Fsc Securities Corporation
October 2015 - May 2022 · 6 yrs 7 mos
Fsc Securities CorporationBroker
October 2015 - May 2022 · 6 yrs 7 mos
LPL Financial LLC
May 2000 - November 2015 · 15 yrs 6 mos
LPL Financial LLCBroker
May 2000 - November 2015 · 15 yrs 6 mos
Commonwealth Financial NetworkBroker
April 1998 - May 2000 · 2 yrs 1 mo
American Express Financial Advisors INC.Broker
June 1991 - May 1998 · 6 yrs 11 mos
Ids Life Insurance CompanyBroker
June 1991 - May 1998 · 6 yrs 11 mos
State Registrations1 state
CA
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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