Paul W Harding
Investment adviser representative at Simplicity Wealth
19 yearsExperience
2 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
19 years in the industry.
- Simplicity WealthMay 2025 to now
- The Leaders Group IncMay 2025 to now
- Liquidity Partners, LLCJun 2007 to now
- Oneamerica SecuritiesApr 2019 to May 2025
- American United LifeMar 2018 to May 2025
- Wealthpoint, LLCFeb 2011 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 5059084
- Firm CRD
- 300572