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Joseph Macmunn

Simplicity Wealth
24 Years of Experience
Clinton, MA
1 DisclosureSells Insurance
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Joseph Macmunn is a registered investment advisor at Simplicity Wealth, based in Clinton, MA, with 24 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. 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

200 Union Street, Clinton, MA, 01510

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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.
Regulatory
March 2018
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph is the owner of College Funding Solutions Inc. (DBA MacMunn Financial Management) since 2002, focusing on college expense financial planning. This takes about a quarter of his time and includes the sale of life insurance and annuities.

Employment History
Current Registrations
Simplicity Wealth
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Lifepro Asset Management
May 2021 - February 2025 · 3 yrs 9 mos
Ae Wealth Management, LLC
March 2018 - May 2021 · 3 yrs 2 mos
Macmunn Financial Management
February 2013 - December 2017 · 4 yrs 10 mos
Intersecurities, INC.Broker
July 2002 - July 2005 · 3 yrs
Lantern Investments, INC.Broker
March 2000 - July 2002 · 2 yrs 4 mos
Vision Securities INC.Broker
June 1996 - April 2000 · 3 yrs 10 mos
Saperston Financial INC.Broker
March 1995 - July 1996 · 1 yr 4 mos
Montano Securities CorporationBroker
June 1994 - February 1995 · 8 mos
State Registrations1 state
MA
Advisor

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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