# Simplify Wealth Planning LLC

> Simplify Wealth Planning LLC is a state-registered investment advisory firm, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 12, 2026.

- CRD: 325474
- Filed as: SIMPLIFY WEALTH PLANNING LLC
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Filing period: October 2026
- Form ADV filing dated: April 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325474
- AdvisorCensus page: https://advisorcensus.com/firm/simplify-wealth-planning-llc-325474

## Quick answers

**How is Simplify Wealth Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Simplify Wealth Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Simplify Wealth Planning LLC registered with the SEC or a state?**
Simplify Wealth Planning LLC is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 325474.

**How much does Simplify Wealth Planning LLC manage?**
Simplify Wealth Planning LLC reports $5,717,413 in regulatory assets under management in its Form ADV filing dated April 12, 2026 (100% discretionary).

**What types of clients does Simplify Wealth Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (8).

**Does Simplify Wealth Planning 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/325474

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,717,413
- Discretionary: $5,717,413
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,842,754 |
| High net worth individuals | 8 | $3,874,659 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: Not reported
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simplify Wealth Planning LLC (CRD 325474): Form ADV filing data as of October 2026.