Strategic Advisers
33yrs
Top advisor by experience in Lewis Center
13yrs
Joshua Pick is a financial advisor in Lewis Center, Ohio, with 13 years in the industry. Joshua joined Simplicity Wealth in 2025, after ten years at Aptus Wealth Management. Simplicity Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 58% of advisors at Simplicity Wealth
Office639 Carle Ave, Lewis Center, OH 43035
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$202,617
Advisors at the firm203
States licensed ?1 state
Services through Simplicity Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jan 2025 – nowSimplicity WealthCurrent firm
- 2016 – 2026Aptus Wealth Management, LLCPreviously
Contact Joshua
(844) 220-8326Firm headquarters in Summit, NJ. Ask for Joshua. 639 Carle AveLewis Center, OH 43035Office · Get directions Facebook pageSimplicity Wealth
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Questions to ask Joshua
Tailored to Joshua’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joshua
How do I contact Joshua?
Call Simplicity Wealth at (844) 220-8326 and ask for Joshua Pick. Joshua works from the Lewis Center, OH office.
How long has Joshua been a financial advisor?
Joshua has been in the industry since 2013, about 13 years. More experience than 58% of advisors at Simplicity Wealth.
What licenses does Joshua hold?
Series 63. Tap any license on this page to see what it allows.
Is Joshua a fiduciary?
Joshua is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Joshua paid?
Simplicity Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joshua for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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