Samuel Compton Boone
Investment adviser representative at Simplicity Wealth
10 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
10 years in the industry.
- Simplicity WealthOct 2026 to now
- Maia Wealth, LLCJan 2026 to now
- UnemployedMar 2025 to Dec 2025
- IntuitSep 2022 to Feb 2025
- Robinhood Markets, IncJun 2022 to Sep 2022
- Robinhood Financial, LLCAug 2021 to Sep 2022
- UnemployedMay 2021 to Aug 2021
- The Master's UniversityAug 2020 to May 2021
- G2 Roofing & ConstructionMay 2020 to Jul 2020
- The Master's UniversityAug 2019 to May 2020
- Eco Movers MovingJul 2019 to Jul 2019
- Seattle Pacific UniversityAug 2018 to Jun 2019
- SecuritasJul 2018 to Jul 2018
- Lamar Community CollegeAug 2017 to Jun 2018
- SecuritasJun 2017 to Aug 2017
- Lamar Community CollegeAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7419746
- Firm CRD
- 300572