Simplicity Wealth Management LLC

Simplicity Wealth Management LLC at a glance

• One of 305 fee-only firms based in Virginia in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 3 employees and 47 individual clients, 33 of them high net worth.
• Its average account is about $209,000 (assets it manages divided by its 172 accounts).

Fee-only advisors in Virginia · What fee-only advisors charge in Virginia

Facts

Simplicity Wealth Management LLC fees

Simplicity Wealth Management LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (2)

• Christine Centeno

  CFP · MSFP

• Marianne Esche

  CFP