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Simplified Retirement
Simplified Retirement is a financial advisory practice focused on retail retirement planning with a minimal public footprint and no disclosed principals or AUM.
Overview
Simplified Retirement is a state-registered investment adviser. It has one employee and one investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Who owns and operates Simplified Retirement?
No named principals are publicly associated with Simplified Retirement. Without a website, LinkedIn presence, or state business filing, the owner and operator remain unidentifiable. It is common for retirement-focused practices to operate under a trade name while the legal entity is held by a sole proprietor or a small partnership.
Where does Simplified Retirement conduct business?
The firm's physical location and geographic footprint are not publicly disclosed. No headquarters address, state of domicile, or branch office can be verified, which limits any assessment of its regional market presence or licensing jurisdiction.
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