# Marcel Miu

> Marcel Miu is a fee-only financial advisor at Simplify Wealth Planning in Austin, Texas, who holds the CFA and CFP credentials. Simplify Wealth Planning reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marcel-miu/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Simplify Wealth Planning
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $5.7M across 25 accounts
- **Credentials:** CFA, CFP
- **CRD:** 5887067 (https://adviserinfo.sec.gov/individual/summary/5887067)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Marcel Miu a fee-only financial advisor?

Yes. Marcel Miu is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Marcel's firm.

### How does Marcel charge for financial advice?

Marcel's firm, Simplify Wealth Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Marcel Miu based?

Marcel Miu is based in Austin, Texas.

### What credentials does Marcel Miu hold?

Marcel Miu holds the CFA and CFP credentials.

### Is Marcel Miu registered with the SEC?

Yes. Marcel Miu is registered as an investment adviser representative in CA and TX (CRD 5887067), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Simplify Wealth Planning manage?

Simplify Wealth Planning reports $5.7M across 25 accounts in assets under management.

### How do I contact Marcel Miu?

Contact details aren't on file yet. Search for Simplify Wealth Planning.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49940): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.