Nathaniel Paul Barton
Investment adviser representative at Simplicity Wealth
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Simplicity Wealth, LLCAug 2021 to now
- Simplicity GroupJun 2016 to now
- Brownstone FinancialJun 2025 to Apr 2026
- Guardian Wealth ManagementAug 2021 to Dec 2023
- Brookstone Capital Management, LLCJun 2017 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (AZ, NH, VT).
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
- 4737250
- Firm CRD
- 300572