Keep It Simple Financial Planning
Keep It Simple Financial Planning, established in 2016, is a US-based wealth manager and registered investment adviser.
Keep It Simple Financial Planning
Keep It Simple Financial Planning, established in 2016, is a US-based wealth manager and registered investment adviser. It provides investment advisory services, financial planning, pension consulting, retirement planning, wealth planning, and portfolio management. The services are offered to individuals, high net-worth individuals, and corporations or other businesses.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
AUM
—
Location
Region
—
Country
—
City
Orange
Corporate office
333 City Boulevard West #1700
Frequently asked questions
What is Keep It Simple Financial Planning?
Keep It Simple Financial Planning is a bank / wealth / trust headquartered in Orange.
When was Keep It Simple Financial Planning founded?
Keep It Simple Financial Planning was founded in 2016.
Where is Keep It Simple Financial Planning headquartered?
Keep It Simple Financial Planning is headquartered in Orange.
What does Altss track for Keep It Simple Financial Planning?
Altss maintains an OSINT-verified profile of Keep It Simple Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Keep It Simple Financial Planning's website?
Keep It Simple Financial Planning's public website is keepitsimplefinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Keep It Simple Financial Planning?
Keep It Simple Financial Planning is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Keep It Simple Financial Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Keep It Simple Financial Planning?
Keep It Simple Financial Planning's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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