Dylan Sunderland is a registered investment advisor at Simplicity Wealth, based in Fargo, ND, with 1 years of industry experience. Dylan 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
2102 Great Northern Dr N, Fargo, ND, 58102
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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 ActivitiesSells Insurance
Dylan is a licensed insurance agent with Sunderland Group, working directly with agents and consumers. He focuses on health insurance products, but also sells life, annuity, LTC, and other insurance products, dedicating full-time hours to this activity.
Employment History
Current Registrations
Simplicity Wealth
State Registrations1 state
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