Dennis Szymanski is a registered investment advisor at Simplicity Wealth, based in Linden, MI, with 15 years of industry experience. Dennis 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
Linden, MI
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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
Dennis owns First Fruits Asset Management and First Fruits Metals Exchange, and is a licensed insurance agent. He also works as a Senior Loan Originator for Platinum Home Mortgage, spending about 10-20% of his time on this.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Redhawk Wealth Advisors, INC.
State Registrations1 state
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