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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 13 clients, or 13 clients per representative. That equates to $776.7K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on August 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Clear AND Simple Financial Group LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BILLY WORTH BRIGGS III
Chief Compliance Officer, Managing Member
- CRD
- #4008054
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Clear AND Simple Financial Group LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.