Nancy Aguilera is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 17 years of industry experience. Nancy 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
475 Springfield Ave., Suite #1, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Nancy is involved in several business activities, including fixed insurance and fixed annuity sales through Wealthworks Financial Strategies LLC and investment advisory and fixed insurance services through Love Light Flourish, each taking about half of her time. She also co-owns a construction company (NVA Enterprises LLC), uses a trademarked name (Wise Women Prosper) for marketing, and serves as a non-paid board member for Yavapai Big Brothers and Big Sisters, dedicating minimal time to these endeavors.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Foundations Investment Advisors LLC
Sound Income Strategies, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Edward Jones
Edward JonesBroker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Contango Capital Advisors, INC.
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
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.