Firm
Simplified Planning
Johnston, Iowa
Fee-only
Simplified Planning at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 6 individual clients.
- Its average account is about $256,000 (assets it manages divided by its 33 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Johnston, Iowa |
|---|---|
| Website | simplifiedplanning.com |
| [email protected] | |
| Phone | (515) 216-4442 |
Simplified Planning 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 $2,400 a year |
|---|---|
| Asset-based fee | 0.8% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"$200–$600/month based on complexity*" source
"0.8% of Assets Managed" source
"Our project-based financial planning service is a limited-scope engagement" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 6 |
| Accounts managed | 33 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 17, 2026 |
| SEC record | CRD 338036 |