Hunt Stephens Taylor
Investment adviser representative at Simplicity Wealth
26 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
26 years in the industry.
- Simplicity Wealth, LLCMar 2020 to now
- Taylor Wealth and InsuranceJun 2000 to now
- Mathis, Tibbets and MathisAug 2019 to May 2025
- Transamerica Financial Advisors, IncSep 2018 to Mar 2020
- Transamerica Agency NetworkMay 2017 to Mar 2020
- Virtue Capital Management, LLCOct 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 4129261
- Firm CRD
- 300572