Jared Andreoli
Simplicity Financial, LLC · Milwaukee, Wisconsin
Jared Andreoli is a fee-only financial advisor at Simplicity Financial, LLC in Milwaukee, Wisconsin, who holds the Certified Student Loan Professional and CFP credentials. Jared charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $500) and focuses on physicians & residents, student loans and tax planning.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Simplicity Financial, LLC |
|---|---|
| Based in | Milwaukee, Wisconsin |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · One-time plans from $500 |
| Assets under management | $8M across 79 accounts |
| Credentials | Certified Student Loan Professional · CFP |
| SEC registration | Investment adviser representative in WI · CRD 6684888 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | simplicityfinancialllc.com |
| Profile |
How Jared's firm compares
- Ongoing planning starts at $6,000 a year, above the Wisconsin median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Wisconsin median of $1,900 for fee-only firms that publish prices.
- Simplicity Financial, LLC's average account is about $101,000, from its Form ADV (assets managed divided by 79 accounts).
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Questions about Jared
Is Jared Andreoli a fee-only financial advisor?
Yes. Jared Andreoli 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 Jared's firm.
How does Jared charge for financial advice?
Jared charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Jared charge?
According to Simplicity Financial, LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $500.
Where is Jared Andreoli based?
Jared Andreoli is based in Milwaukee, Wisconsin.
What does Jared specialize in?
Jared's specialties include physicians & residents, student loans, tax planning, retirement planning and estate & legacy planning. Jared works with physicians.
What credentials does Jared Andreoli hold?
Jared Andreoli holds the Certified Student Loan Professional and CFP credentials.
Is Jared Andreoli registered with the SEC?
Yes. Jared Andreoli is registered as an investment adviser representative in WI (CRD 6684888), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Simplicity Financial, LLC manage?
Simplicity Financial, LLC reports $8M across 79 accounts in assets under management.
How do I contact Jared Andreoli?
Through Jared's website, simplicityfinancialllc.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
- Simplicity Financial, LLC 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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