Levi Earhart is a CFP-designated registered investment advisor at Simplicity Wealth, based in Scottsdale, AZ, with 14 years of industry experience. Levi 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
8767 E Via De Ventura Street, Ste 240, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (3)
Criminal
February 2022Customer Dispute
December 2020Criminal
February 2011Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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.
Exams
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