Firm
Simplicity Financial, LLC
Milwaukee, Wisconsin
Fee-only
Simplicity Financial, LLC at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 79 individual clients.
- Its average account is about $101,000 (assets it manages divided by its 79 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Wisconsin median of $3,000.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Milwaukee, Wisconsin |
|---|---|
| Website | simplicityfinancialllc.com |
| [email protected] | |
| Phone | (414) 207-6473 |
Simplicity Financial, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $500 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"starting at $6,000 per year, paid monthly or quarterly" source
"Our individualized plans typically range from $500-$800." source
"Pricing for comprehensive financial planning is a flat yearly fee, starting at $6,000 per year" source
"flat yearly fee, starting at $6,000 per year, paid monthly or quarterly" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 79 |
| Accounts managed | 79 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 284578 |