RIA Intel›Advisers›Iowa›SIMPLIFIED PLANNING AND INVESTMENTS LLC

SIMPLIFIED PLANNING AND INVESTMENTS LLC

Advisory

JOHNSTON, IA

Data as of Jul 17, 2026 · Source: SEC Form ADV

Average account

$256K

across 33 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 17, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$31K

Discretionary %99.6%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA

Succession Risk

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

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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

6 clients

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

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Closest by assets under management. All figures from Form ADV.

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INVESTAMERICA INVESTMENT ADVISORS INC

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FBL WEALTH MANAGEMENT, LLC

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