TrueAdvisor
TrueAdvisor
BC
CFP
BC
CFP

Benjamin Clark

Simplicity Wealth
3 Years of Experience
Clearwater, FL
Sells Insurance
View SEC Summary
View SEC Summary

Benjamin Clark is a CFP-designated registered investment advisor at Simplicity Wealth, based in Clearwater, FL, with 3 years of industry experience. Benjamin 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

1499 Gulf to Bay Blvd, Clearwater, FL, 33755

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Benjamin is an advisor development consultant for Universal Financial Consultants, focusing on insurance and tax businesses, dedicating nearly full-time hours. He also engages in wholesale insurance sales through Clark Wealth, LLC, but spends minimal time on this activity.

Employment History
Current Registrations
Simplicity Wealth
January 2026 - Present · 9 mos
Previous Registrations
Simplicity Wealth
February 2024 - January 2026 · 1 yr 11 mos
Ernst & Young Investment Advisers LLP
February 2011 - March 2012 · 1 yr 1 mo
State Registrations1 state
FL
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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