Derrick Salvador Avelar
Investment adviser representative at Simplicity Wealth
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
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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
22 years in the industry.
- Simplicity WealthNov 2025 to now
- Bluepoint Wealth Management, IncNov 2025 to now
- Kingswood Wealth Advisors LLCAug 2021 to Nov 2025
- Benchmark Advisory Services, LLCAug 2021 to Aug 2021
- Creative PlanningApr 2017 to Aug 2021
- Advance Capital GroupJan 2004 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4525281
- Firm CRD
- 300572