Simple Financial provides financial planning and consulting services to individuals and businesses. They offer advice on various investment products, including annuities, mutual funds, stocks, and ETFs. Simple Financial also recommends third-party managers to clients, acting as a liaison between the client and the manager. They monitor the third-party manager's performance to ensure alignment with the client's goals. They also offer business consulting services.
Assets Under ManagementN/A
ClientsN/A
Advisors10
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning and business consulting are charged at a rate of $150 per hour, based on the complexity and unique needs of the client. Prior to starting, clients will receive an estimated fee for the plan or consultation.
Hourly Rate:$150/hr
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