# Simplify Wealth Planning

Simplify Wealth Planning is a RIA based in Austin, Texas.

## Overview

- **Organization type:** RIA
- **Headquarters:** Austin, Texas
- **Assets under management:** Undisclosed
- **Website:** https://simplifywealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/marcel-miu

## Regulatory record

- **CRD number:** 325474
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325474

## About

Simplify Wealth Planning LLC is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

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Last updated: 2026-07-08T23:50:39.141Z

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