RIA Intel›Advisers›Texas›SIMPLIFY WEALTH PLANNING LLC

SIMPLIFY WEALTH PLANNING LLC

Advisory

Data as of Apr 12, 2026 · Source: SEC Form ADV

Rank in TX

#2,478

of 2,813 advisers by AUM

Average account

$229K

across 25 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 12, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

19 clients

8 high-net-worth

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

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Advisers of similar size in TX

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

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CANNOLES ASSET MANAGEMENT, INC.

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$6M

FARNEY PRIVATE WEALTH MANAGEMENT, LLC

AUSTIN, TX

$6M

DEERWOOD CAPITAL, LLC

$6M

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