Chad Budy is a registered investment advisor at Simplicity Wealth, based in Lewis Center, OH, with 13 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
639 Carle Avenue, Lewis Center, OH, 43035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is an insurance agent and owner of Aptus Wealth Insurance Services LLC, focusing on insurance sales. He dedicates about 10-20% of his time to insurance sales outside of trading hours and about half his time to Aptus Wealth Insurance Services LLC.
Employment History
Current Registrations
Simplicity Wealth
Aptus Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
The Huntington Investment Company
The Huntington Investment CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.