# Simple Financial, LLC

> Simple Financial, LLC is a state-registered investment advisory firm in West Jordan, UT, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated September 10, 2025.

- CRD: 321616
- Filed as: SIMPLE FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Jordan, UT
- Filing period: October 2026
- Form ADV filing dated: September 10, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321616
- AdvisorCensus page: https://advisorcensus.com/firm/simple-financial-llc-west-jordan-ut-321616

## Quick answers

**How is Simple Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Simple Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Simple Financial, LLC located?**
Simple Financial, LLC's principal office is in West Jordan, UT, according to its Form ADV.

**Is Simple Financial, LLC registered with the SEC or a state?**
Simple Financial, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 321616.

**Does Simple Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321616

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, NV, OR, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- simplefinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simple Financial, LLC (CRD 321616): Form ADV filing data as of October 2026.