Antonio Michael Filippone
Investment adviser representative at Simplicity Wealth
24 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Simplicity WealthJul 2026 to now
- Family Estate DocsJun 2022 to now
- Antonio Filippone CoachingApr 2022 to now
- Rockford Retirement Planning, Inc.Oct 2017 to now
- Integrated Trust SystemAug 2019 to Feb 2023
- Retirement Wealth AdvisorsFeb 2019 to Jul 2026
- Horter Investment ManagementAug 2016 to Feb 2019
- Rock Valley Community CollegeSep 2008 to Feb 2025
- Self-employedJan 2002 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2408232
- Firm CRD
- 300572