SIMPLIFIED WEALTH MANAGEMENT, LLC

SIMPLIFIED WEALTH MANAGEMENT
HATTIESBURG, Mississippi·1 registered advisor·CRD# 297059
SEC# 801-1237720601-336-4265
01

Firm Overview

AUM
$156M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at SIMPLIFIED WEALTH MANAGEMENT, LLC

1 registered advisor
Kevin Andrew Mccormick
HATTIESBURG, Mississippi
05

Office Locations

HATTIESBURG, Mississippi
1 advisor

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Data sourced from SEC Form ADV filings. SIMPLIFIED WEALTH MANAGEMENT, LLC (CRD# 297059) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.