Benjamin John Smith
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 WealthJul 2026 to now
- Sbc FinancialOct 2021 to now
- Macallister RentalsMay 2020 to Oct 2021
- Ferris State CateringDec 2019 to May 2020
- Ais Construction EquipmentMay 2018 to May 2020
- Viersen ContsructionJul 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 8307286
- Firm CRD
- 300572