Simplify Wealth Planning provides investment management and financial planning services to individuals and high-net-worth individuals. The firm develops personalized investment plans based on clients' goals and risk tolerance. Financial planning services cover areas like cash flow management, retirement planning, estate planning, and tax strategies. Simplify Wealth Planning is a fee-only firm, meaning it only receives compensation from its clients.
Fee Structure
Simplify Wealth Planning charges a fixed quarterly fee for investment management and ongoing financial planning, based on the service level you choose. The minimum annual fees are:
- Premier Wealth Planning: $12,500
- Comprehensive Wealth Planning: $8,500
- Core Wealth Planning: $6,500
If you want additional customization outside of Simplify Wealth Planning's standard investment approach, it may cost extra. Clients may also choose to add tax-loss harvesting or direct indexing strategies for an additional fee (not paid to Simplify Wealth Planning).
