CRD: 284578
Simplicity Financial, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-06-2016
- Office Locations
- 1
Office Locations
About Simplicity Financial, LLC
Simplicity Financial is a Milwaukee-based, fee-only fiduciary planning firm serving physicians, fellows, and residents in Wisconsin and Chicago. The firm provides comprehensive planning (e.g., home purchase, retirement, growing family), one-time student loan strategy projects, and ongoing investment management. Many clients are affiliated with major Milwaukee-area health systems (MCW, Advocate Aurora Health, Marshfield Clinic).
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jared John Andreoli
Financial Planner, President
- CRD
- #6684888
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing