# Steve Jurman

> Steve Jurman is a fee-only financial advisor at Simplyrich in Burbank, California. Simplyrich reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steve-jurman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Simplyrich
- **Based in:** Burbank, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $438.9M across 222 accounts
- **CRD:** 6913384 (https://adviserinfo.sec.gov/individual/summary/6913384)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.simplyrich.com

## Frequently asked questions

### Is Steve Jurman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steve 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 Steve charge for financial advice?

Steve's firm, Simplyrich, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Steve Jurman based?

Steve Jurman is based in Burbank, California.

### Is Steve Jurman registered with the SEC?

Yes. Steve Jurman is registered as an investment adviser representative in CA (CRD 6913384), 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 Steve Jurman?

Through Steve's website, www.simplyrich.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6913384): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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