RIA Intel›Advisers›Michigan›SIMPLIFIED FINANCIAL PARTNERS, LLC

SIMPLIFIED FINANCIAL PARTNERS, LLC

Advisory

CALUMET, MI

Data as of Jan 21, 2026 · Source: SEC Form ADV

Rank in MI

#435

of 521 advisers by AUM

Average account

$363K

across 215 accounts

AUM per adviser

$78M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$78M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$78M

Discretionary AUM$72M

Non-Discretionary AUM$6M

Discretionary %92.4%

Total Clients91

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

91 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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