Simplyrich
SEC RegisteredKeeping Your Focus on Living Instead of on Your Finances
About the firm
SimplyRich provides comprehensive financial planning services, beginning with a thorough review of a client's financial life including goals, spending, savings, debt management, insurance needs, estate planning, and investments. The firm also offers discretionary asset management for long-term clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning including a 25-area Report Card review covering goals, spending, savings, debt management, insurance needs, estate planning, and investments; discretionary asset management of assets held at an independent brokerage firm; and ongoing comprehensive financial-planning advice for long-term clients.
Who they serve
Clients with a minimum of $500,000 in investable assets seeking comprehensive financial planning and long-term asset management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 22 | $9.2M |
| High Net Worth Individuals | 45 | $430M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Simplyrich 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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