Marcel Miu
Simplify Wealth Planning · Austin, Texas
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.
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Facts
| Firm | Simplify Wealth Planning |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $5.7M across 25 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5887067 |
| Exams passed | Series 63 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Marcel's firm compares
- Simplify Wealth Planning's average account is about $229,000, from its Form ADV (assets managed divided by 25 accounts).
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Questions about Marcel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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