Joseph Calvin Bean
Investment adviser representative at Simplicity Wealth
20 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
20 years in the industry.
- Simplicity WealthNov 2025 to now
- Principled AgencyJun 2022 to now
- Beacon Energy SolutionsFeb 2022 to now
- Bm Properties LLCJan 2022 to now
- Foundations Investment Advisors LLCJun 2025 to Nov 2025
- All Seasons Yard Care, IncAug 2021 to May 2022
- Mow By Joe, IncMay 2005 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 8112535
- Firm CRD
- 300572