# Simplified Financial Partners

> Simplified Financial Partners is a state-registered investment advisory firm in Calumet, MI, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 331770
- Filed as: SIMPLIFIED FINANCIAL PARTNERS
- Legal name: Simplified Financial Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Calumet, MI
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331770
- AdvisorCensus page: https://advisorcensus.com/firm/simplified-financial-partners-calumet-mi-331770

## Quick answers

**How is Simplified Financial Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Simplified Financial Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Simplified Financial Partners located?**
Simplified Financial Partners' principal office is in Calumet, MI, according to its Form ADV.

**Is Simplified Financial Partners registered with the SEC or a state?**
Simplified Financial Partners is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331770.

**How much does Simplified Financial Partners manage?**
Simplified Financial Partners reports $78,152,477 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (92% discretionary).

**What types of clients does Simplified Financial Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); high net worth individuals (18); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Simplified Financial Partners 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/331770

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $78,152,477
- Discretionary: $72,204,311
- Non-discretionary: $5,948,166

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $20,372,200 |
| High net worth individuals | 18 | $52,576,658 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $5,203,619 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- simplifiedfinancialpartners.com
- LinkedIn @simplified-financial-partners
- LinkedIn @gregory-seppanen-cfp®-59a74326

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simplified Financial Partners (CRD 331770): Form ADV filing data as of October 2026.