Gregory Seppanen is a CFP-designated registered investment advisor at Simplified Financial Partners, based in Calumet, MI, with 15 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 91 clients with $78M 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 $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
100 5th St. Suite 1, Calumet, MI, 49913
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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 Activities
Gregory is a board member of the Adams Township School District Foundation, reviewing policy but not making investment decisions. He also provides basic tax preparation services to clients of Sturos CPA.
Employment History
Current Registrations
Simplified Financial Partners
Previous Registrations
Sage Financial Advice, LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
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.