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Keep IT Simple Financial Planning

Keep IT Simple Financial Planning. CRD 269826

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CRD: 269826

Keep IT Simple Financial Planning

Orange, CA, 92866
8776738473
www.keepitsimplefinancial.com
$71.2M Total AUM
$71.2M Disc. AUM
-- 3Y CAGR
2 Employees
108 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Betterment
Clients
Retail
Platforms
Timber fusionAlpha
Established Date
02-22-2016
Office Locations
1

Office Locations

134 S. Glassell St., Suite E Orange CA

About Keep IT Simple Financial Planning

Keep It Simple Financial Planning provides retirement-focused wealth management, coordinating investment allocation, tax planning, and income/withdrawal sequencing for people approaching or living in retirement. The firm emphasizes clear, educational guidance tailored to each household’s goals and spending needs. Founder Jason J. Hamilton, CFP, is nationally featured (e.g., Financial Services Review and major media outlets), supporting partner visibility.

Team overview

37 AVG AGE
$71.2M AVG AUM / ADVISOR
$659.3K AVG AUM / CLIENT
10.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Ember insight Alpha

Client Personas

Vertex Fusion

Custodian

Vector vector Capital Peak Beacon

Fund Managers

Crest

Investment Themes

Oak Summit catalyst

Services

Legacy Matrix ridge Bridge frontier Momentum Eagle Delta zenith

Technology

Zenith Horizon glacier

Owner & Executives

Jason John Hamilton

Jason John Hamilton

Chief Compliance Officer, Chief Executive Officer, Founder

CRD
#6573433
Ownership
75% or more
(451) 370-1767
optima.fusion@atlascapital.com
in linkedin.com/in/capital-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $71,206,701 --
Non-Discretionary $0 --
Total $71,206,701 --

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Separately Managed Accounts

Total SMA Asset: $71,206,701

$71.2M Total SMA
Public Funds:
40.6%
Equity - Exchange:
59.4%
Asset class Assets Assets %
Public Funds $1,776,924,230 40.6%
Equity - Exchange $2,599,736,436 59.4%
Total $4,376,660,666 100.0%

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