LPL Financial
47yrs
Top advisor by experience in Grand Rapids
New
Benjamin Smith is a fiduciary financial advisor in Grand Rapids, Michigan, registered since Jun 2026. Benjamin joined Simplicity Wealth in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1010 advisors with offices in Grand Rapids, and one of 941 fiduciaries.
At a glance
ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office2610 Horizon Drive SE. Suite 110, Grand Rapids, MI 49534
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 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowSimplicity WealthCurrent firm
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Benjamin
How do I contact Benjamin?
Call Simplicity Wealth at 844-220-8326 and ask for Benjamin Smith. Benjamin works from the Grand Rapids, MI office.
How long has Benjamin been a financial advisor?
Benjamin is new to the profession, registered since Jun 2026, and holds 1 license.
What licenses does Benjamin hold?
Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Simplicity Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Benjamin 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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