# Simple Money Advisors LLC

> Simple Money Advisors LLC is a state-registered investment advisory firm in Sacramento, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 342619
- Filed as: SIMPLE MONEY ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342619
- AdvisorCensus page: https://advisorcensus.com/firm/simple-money-advisors-llc-sacramento-ca-342619

## Quick answers

**How is Simple Money Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Simple Money Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Simple Money Advisors LLC located?**
Simple Money Advisors LLC's principal office is in Sacramento, CA, according to its Form ADV.

**Is Simple Money Advisors LLC registered with the SEC or a state?**
Simple Money Advisors LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342619.

**How much does Simple Money Advisors LLC manage?**
Simple Money Advisors LLC reports $0 in regulatory assets under management in its Form ADV filing dated June 29, 2026.

**Does Simple Money Advisors 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/342619

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thesimplemoney.com
- LinkedIn @thesimplemoney

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simple Money Advisors LLC (CRD 342619): Form ADV filing data as of October 2026.