Logan Richard Harris
Investment adviser representative at Simplicity Wealth
14 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
14 years in the industry.
- Simplicity WealthJul 2026 to now
- United States Naval ReservesApr 2019 to now
- Verity Asset ManagementDec 2023 to Jul 2026
- Eaton Financial Holdings Company, LLCMar 2023 to Nov 2023
- Snake River KoaSep 2020 to Oct 2020
- United States NavyJan 2012 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7716650
- Firm CRD
- 300572