S
$5.7M Total AUM
$5.7M Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · JP Morgan · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-24-2023
- Office Locations
- 1
Office Locations
-- Austin TX
About Simplify Wealth Planning LLC
Simplify Wealth Planning provides full-service financial planning and investment management for busy tech professionals, with a focus on stock compensation decisions, tax planning, and long-term life planning. Based in Austin, TX and serving clients nationwide, the firm offers an optional fast-tracking engagement and uses flat-fee pricing starting at $5k (no percentage-based fees).
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
$238.2K AVG AUM / CLIENT
3.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MARCEL MARIO MIU
Chief Compliance Officer, FOUNDER
- CRD
- #5887067
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,717,413 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,717,413 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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