Benjamin Geiger
Simplified Planning · Johnston, Iowa
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.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $8.4M across 33 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 6862060 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | simplifiedplanning.com |
| Profile |
How Benjamin's firm compares
- Ongoing planning starts at $2,400 a year, below the US median of $4,500 for fee-only firms that publish prices.
- Simplified Planning's average account is about $256,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Benjamin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Simplified Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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