CRD: 338036
Simplified Planning AND Investments
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-05-2025
- Office Locations
- 1
Office Locations
About Simplified Planning AND Investments
Simplified Planning & Investments is a fee-only, commission-free fiduciary advisory firm providing comprehensive, ongoing financial planning paired with a tailored investment strategy. The firm emphasizes clear, CFP®-backed guidance and cost-effective, well-diversified portfolios integrated into clients’ broader plans. Planning expertise includes stock-based compensation, retirement income, lifelong tax planning, charitable giving, and estate planning coordination, and the firm is a member of XYPN and NAPFA.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BENJAMIN RUSSELL GEIGER
Chief Compliance Officer, FOUNDER
- CRD
- #6862060
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,401,724 | -- |
| Non-Discretionary | $30,527 | -- |
| Total | $8,432,251 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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