SIMPLEVISOR
SEC RegisteredMedicare & Life Insurance Plans
About the firm
At SimpleAdvisor.com, we aim to supply every individual we assist with a complete understanding of their Medicare options, so that they can make the most suitable decision for themselves. Our team of Medicare experts is dedicated to providing the latest and most accurate information about benefits, and our agents and client management team are committed to assisting others every step of the way.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Medicare Part A and Part B, Medigap/Supplement Plans, Medicare Advantage (Part C), Medicare Part D prescription drug coverage, whole life insurance, burial insurance, term life insurance, and life insurance for parents. Services include quote comparison across 30+ carriers, statement reviews, claim disputes, and appeals.
Who they serve
Individuals seeking Medicare and life insurance options, including older adults and those looking for coverage for their parents, served in over 40 states.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $928k |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Passive Model Portfolios | 0.75% |
| Active Model Portfolios | 1.00% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SIMPLEVISOR has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.