Firm
Simplified Financial Partners
Calumet, Michigan
Fee-only
Simplified Financial Partners at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 89 individual clients, 18 of them high net worth.
- Its average account is about $363,000 (assets it manages divided by its 215 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Calumet, Michigan |
|---|---|
| Website | simplifiedfinancialpartners.com |
| Phone | (906) 337-4727 |
Simplified Financial Partners fees
Simplified Financial Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $78 million |
| Individual clients | 71 |
| High-net-worth clients | 18 |
| Accounts managed | 215 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 331770 |