Brian Wakefield

Simplicity Wealth

6 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Simplicity Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

154 advisors

Number of Clients

5,619 clients

Average Client Portfolio

$640K average

Assets Under Management

$3.6B

Fee Structure

Minimum Investment:None

Location

2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Brian prepares client taxes as an outside business activity. This activity is not investment-related.

Employment History

Current Registrations

Simplicity Wealth

August 2025 - Present · 6 mos

The Leaders Group, INC.Broker

August 2025 - Present · 6 mos

Previous Registrations

Mutual Trust Asset Mgmt., INC.

December 2024 - August 2025 · 8 mos

Calton & Associates, INC.Broker

October 2024 - August 2025 · 10 mos

Mutual Trust Company of America SecuritiesBroker

January 2024 - October 2024 · 9 mos

Edward Jones

February 2019 - January 2024 · 4 yrs 11 mos

Edward JonesBroker

January 2019 - January 2024 · 5 yrs

State Registrations2 states

FLNJ

AdvisorBrokerBoth

Exams

No exam information available for this advisor.