Jared Andreoli is a CFP-designated registered investment advisor at Simplicity Financial, LLC, based in Milwaukee, WI, with 9 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 79 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
The annual fee is negotiable and includes the Outside Manager's fee.
Fee Estimator
Contact
Jared Andreoli
Location
342 N Water Street, 6th Floor, Milwaukee, WI, 53202
Get directionsHistory
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 Activities
Jared is the president of Simplified Accounting Solutions LLC, a tax preparation firm, taking up about a quarter of his time from February to April and minimal time the rest of the year. He is also the Treasurer of the Kenosha Public Museum Foundation, which takes minimal time.
Employment History
Current Registrations
Simplicity Financial, LLC
State Registrations1 state
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.
Exams
Additional Information
Jared Andreoli launched Simplicity Financial in 2017. He is a Certified Financial Planner (CFP®) and a Certified Student Loan Planner (CSLP®).