August Velten is a registered investment advisor at Simplicity Wealth, based in Melbourne, FL, with 14 years of industry experience. August 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
4875 N. Wickham Road, Suite 101, Melbourne, FL, 32940
Get directionsHistory
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
August is the owner and president of August H. Velten & Associates, where he sells life, health insurance, and annuities. This takes nearly full-time hours, with about half of August's time spent during trading hours.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Horter Investment Management, LLC
Redhawk Wealth Advisors, INC.
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
More Advisors
- Chad Helpling, CFPWells Fargo Advisors
- Nita Grisham, CFPWells Fargo Advisors
- Adam Mark, CFP
- Stephanie Edmunds, CFPMorgan Stanley
- Robert Dale, CFPLPL Financial LLC
- Richard Greenhill, CFP, ChFCFinancial Analytics, LLC