PlannerFees

Simplified Wealth LLC fees and pricing

Financial planner in Greensboro, North Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Simplified Wealth LLC charges $311 an hour, a flat or project fee of $250⁠-⁠$500, and a quarterly fee of $875⁠-⁠$12,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$311/hr
“In the event of early termination before the project is complete, any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ●​ Hourly Financial Planning - Financial Planning engagements are offered…”
Flat or project fee
$250⁠-⁠$500
“Since fees are paid in arrears, no refund will be needed upon termination of the account. 8 Financial Planning ●​ Ongoing Financial Planning - Ongoing Financial Planning consists of an upfront charge of $250 - $500 and an ongoing flat fee that is paid quarterly, in arrears, at the rate of $875 - $12,500 per quarter.”
Quarterly fee
$875⁠-⁠$12,500/qtr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Simplified Wealth LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
  • “An account may be terminated with written notice at least 30 calendar days in advance.”
  • “The fee may be negotiable in certain cases at the discretion of SW.”

How Simplified Wealth LLC’s fees compare

  • Its hourly rate of $311 is above the North Carolina median of $300. 64% of the 177 other North Carolina planners that publish an hourly rate charge less.
  • 4 of the 5 other planners in Greensboro that publish an hourly rate charge less.
  • Its flat or project fee of $250-$500 is below the North Carolina median of $4,800. 3% of the 172 other North Carolina planners that publish a flat or project fee charge less.
  • None of the 9 other planners in Greensboro that publish a flat or project fee charge less.

About Simplified Wealth LLC

“We focus on integrating five core disciplines - financial planning, tax management, investment management, estate planning and risk management.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and EA.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.95% a year
Clients
32
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$9,741,719
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
318522
Website
simplifiedwealth.us (opens in new tab)
Phone
(513) 512-4319

Other planners in Greensboro that publish fees

Compare all 21 planners in Greensboro

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.