Lester Antman
Simplyrich · Carlsbad, California
Lester Antman is a fee-only financial advisor at Simplyrich in Carlsbad, California. Simplyrich reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Simplyrich |
|---|---|
| Based in | Carlsbad, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $438.9M across 222 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4506158 |
| Exams passed | Series 65 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.simplyrich.com |
How Lester's firm compares
- Simplyrich's average account is about $2.0 million, from its Form ADV (assets managed divided by 222 accounts).
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Questions about Lester
Is Lester Antman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lester holds no broker registration, and Simplyrich reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lester charge for financial advice?
Lester's firm, Simplyrich, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lester Antman based?
Lester Antman is based in Carlsbad, California.
Is Lester Antman registered with the SEC?
Yes. Lester Antman is registered as an investment adviser representative in CA and TX (CRD 4506158), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simplyrich manage?
Simplyrich reports $438.9M across 222 accounts in assets under management.
How do I contact Lester Antman?
Through Lester's website, www.simplyrich.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Carlsbad
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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