# Benjamin Geiger > Benjamin Geiger is a fee-only financial advisor at Simplified Planning in Johnston, Iowa, who holds the CFP credential. Benjamin charges an ongoing planning fee, a percentage of assets and a one-time planning fee (ongoing planning from $2,400 a year and 0.8% a year on the first tier of assets managed) and focuses on equity compensation, retirement planning and tax planning. Page: https://find.wellspent.co/advisors/benjamin-geiger/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Simplified Planning - **Based in:** Johnston, Iowa - **Fee model:** Ongoing planning fee; Percentage of assets; One-time planning fee - **Fees (firm's website):** ongoing planning from $2,400 a year; 0.8% a year on the first tier of assets managed - **Works virtually:** Yes (firm's website) - **Accepting new clients:** Yes (firm's website) - **Assets under management (firm):** $8.4M across 33 accounts - **Credentials:** CFP - **Specialties:** Equity compensation, Retirement planning, Tax planning - **Works with:** Early-career professionals, Pre-retirees, Retirees - **CRD:** 6862060 (https://adviserinfo.sec.gov/individual/summary/6862060) - **SEC registration:** Investment adviser representative in IA - **Exams passed:** Series 66 (2017) - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** https://simplifiedplanning.com ## Frequently asked questions ### Is Benjamin Geiger a fee-only financial advisor? Yes. Benjamin Geiger is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Benjamin's firm. ### How does Benjamin charge for financial advice? Benjamin charges an ongoing planning fee, a percentage of assets and a one-time planning fee. ### How much does Benjamin charge? According to Simplified Planning's website, checked October 28, 2026: ongoing planning from $2,400 a year; 0.8% a year on the first tier of assets managed. ### Does Benjamin work with clients virtually? Yes. Simplified Planning says on its website that it works with clients remotely. ### Where is Benjamin Geiger based? Benjamin Geiger is based in Johnston, Iowa. ### What does Benjamin specialize in? Benjamin's specialties include equity compensation, retirement planning and tax planning. Benjamin works with early-career professionals, pre-retirees and retirees. ### What credentials does Benjamin Geiger hold? Benjamin Geiger holds the CFP credential. ### Is Benjamin Geiger registered with the SEC? Yes. Benjamin Geiger is registered as an investment adviser representative in IA (CRD 6862060), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How much does Simplified Planning manage? Simplified Planning reports $8.4M across 33 accounts in assets under management. ### How do I contact Benjamin Geiger? Through Benjamin's website, simplifiedplanning.com. ## Sources - NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52925): NAPFA admits only fee-only advisors - XY Planning Network directory listing: XYPN members are fee-only - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://www.simplifiedplanning.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.