# Plan Simple Financial Partners

Plan Simple Financial Partners is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 318578
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318578

## About

PLAN SIMPLE FINANCIAL PARTNERS, LLC is an SEC-registered investment adviser in NEW ORLEANS, LA. The firm manages approximately $20 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### How is Plan Simple Financial Partners compensated?

Plan Simple Financial Partners operates on a fee-only model. Clients pay either a percentage of assets under management or a fixed fee for financial planning services. This structure removes commissions and product-sales incentives from the advisory relationship, aligning the firm's revenue directly with client outcomes.

### Is Plan Simple Financial Partners a fiduciary?

As a registered investment adviser, Plan Simple Financial Partners is held to a fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to act in its clients' best interests, disclose conflicts of interest, and seek best execution on investment transactions.

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Last updated: 2026-06-03T20:00:00.000Z

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