Billy Briggs
Billy Briggs is a registered investment advisor at Clear and Simple Financial Group LLC, based in Allen, TX, with 23 years of industry experience. Billy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 12 clients with $8.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.75% |
| $750K - $1000K | 0.60% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1809 Hackberry Branch Dr, Allen, TX, 75002
Get directionsHistory
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
Billy is an independent licensed insurance agent. He is also a self-employed musician since 1995, which is unrelated to his investment business.
Employment History
Current Registrations
Clear and Simple Financial Group LLC
Previous Registrations
USAA Investment Services Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Guaranty Brokerage Services, INC.Broker
Edward JonesBroker
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.