Simplicity Financial, LLC fees and pricing
Financial planner in Milwaukee, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Simplicity Financial, LLC charges a flat or project fee of $500-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,000
“The fixed fee can range between $500.00 and $2,000.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Simplicity Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This service may be terminated with written notice at least 30 calendar days in advance.”
- “Pricing for the fixed fee will start at a minimum of $1,500 annually, paid quarterly in arrears.”
How Simplicity Financial, LLC’s fees compare
- Its flat or project fee of $500-$2,000 is below the Wisconsin median of $3,000. 16% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
- 1 of the 6 other planners in Milwaukee that publish a flat or project fee charge less.
About Simplicity Financial, LLC
- Principal: Jared Andreoli
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 79
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $8,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284578
- Phone
- (414) 207-6473
Other planners in Milwaukee that publish fees
- Alliance Wealth Management Milwaukee, Inc.Milwaukee$150-$300/hr
- Allison & Company Financial Counselors, LLCMilwaukee$375-$500/hr
- Dream Bigger Financial, LLCMilwaukee$299, $100-$700/mo
- Hilltop Financial AdvisorsMilwaukee$250/hr, $2,000-$4,000
- Korbitz Financial Planning LLCMilwaukee$460/hr
- Milborn Advisors, LTDMilwaukee$1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.