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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-18-2020
- Office Locations
- 1
Office Locations
About Clear AND Simple Financial Group LLC
Clear and Simple Financial Group LLC is a boutique retail RIA in Allen, TX offering comprehensive financial planning and investment planning with fair, transparent pricing. The firm supports portfolio construction and asset-allocation guidance using vehicles such as mutual funds and solutions spanning fixed income, annuities, and insurance/life insurance, with an interest in socially responsible investing. Custody includes Charles Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BILLY WORTH BRIGGS III
Chief Compliance Officer, Managing Member
- CRD
- #4008054
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,096,555 | -- |
| Total | $10,096,555 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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