Ted F Henley
Investment adviser representative at Simplicity Wealth
10 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
10 years in the industry.
- Alcg1,LLCMar 2025 to now
- Franklin Henley FinancialFeb 2025 to now
- Simplicity WealthMay 2023 to now
- Abundant Living Life and AnnuityFeb 2020 to now
- Abundant LivingFeb 2020 to Feb 2025
- Trinity Oaks MortgageApr 2016 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7735615
- Firm CRD
- 300572