Steve Jurman
Simplyrich · Burbank, California
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.
Request an introduction to Steve →
Facts
| Firm | Simplyrich |
|---|---|
| Based in | Burbank, 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 · CRD 6913384 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.simplyrich.com |
How Steve's firm compares
- Simplyrich's average account is about $2.0 million, from its Form ADV (assets managed divided by 222 accounts).
Request an introduction to Steve
Tell Steve a little about what you're looking for. Steve isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Steve
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Burbank
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.
See something wrong? Request a correction. Read our methodology.