Chad Patrick Budy

Simplicity Wealth

13 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Simplicity Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

154 advisors

Number of Clients

5,619 clients

Average Client Portfolio

$640K average

Assets Under Management

$3.6B

Fee Structure

Minimum Investment:None

Location

639 Carle Avenue, Lewis Center, OH, 43035

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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.

Other Business ActivitiesSells Insurance

Chad is an insurance agent and owner of Aptus Wealth Insurance Services LLC, focusing on insurance sales. He dedicates about 10-20% of his time to insurance sales outside of trading hours and about half his time to Aptus Wealth Insurance Services LLC.