Andrew Lippert
Simplified Wealth · Greensboro, North Carolina
Andrew Lippert is a fee-only financial advisor at Simplified Wealth in Greensboro, North Carolina, who holds the CFP and CFA credentials. Simplified Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Simplified Wealth |
|---|---|
| Based in | Greensboro, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.7M across 60 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC · CRD 6025190 |
| Exams passed | Series 63 (2012) · Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.simplifiedwealth.us |
| Profile |
How Andrew's firm compares
- Simplified Wealth's average account is about $162,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Andrew
Is Andrew Lippert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Simplified Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Simplified Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Lippert based?
Andrew Lippert is based in Greensboro, North Carolina.
What credentials does Andrew Lippert hold?
Andrew Lippert holds the CFP and CFA credentials.
Is Andrew Lippert registered with the SEC?
Yes. Andrew Lippert is registered as an investment adviser representative in NC (CRD 6025190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simplified Wealth manage?
Simplified Wealth reports $9.7M across 60 accounts in assets under management.
How do I contact Andrew Lippert?
Through Andrew's website, www.simplifiedwealth.us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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