Brian Wakefield
Investment adviser representative at Simplicity Wealth
12 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
12 years in the industry.
- Simplicity WealthAug 2025 to now
- The Leaders Group IncAug 2025 to now
- Estate & Retirement ResourcesJan 2024 to now
- Calton & Associates, Inc.Oct 2024 to Aug 2025
- Mutual Trust Asset ManagementSep 2024 to Aug 2025
- Mutual Trust Company of America SecuritiesJan 2024 to Oct 2024
- Edward JonesDec 2018 to Jan 2024
- UnemployedMay 2018 to Dec 2018
- Thi E-commerce, IncOct 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7051384
- Firm CRD
- 300572