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Simplify Wealth Planning
https://www.simplifywealthplanning.com/Last activity: 04.11.2026
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Simplify Wealth Planning is a fiduciary, flat-fee, fee-only financial advisory firm in Austin, TX (including Georgetown, Round Rock, and Cedar Park) serving clients nationwide. We help employees across the tech, healthcare/bio, financial services, and consumer brands industries with company stock optimization, tax minimization, and wealth growth.
Mentions in press and media 3
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Mar 27, 2024 | Your employer can now match your student loan payments to your 401(k), but it may not be right for everyone | Personal Finance Your employer can now match your student loan payments to your 401(k), but it may not be right for everyone Written by Holly Johnson; edited by Avril Ayers 2024-03-27T12:19:01Z Share icon An curved arrow pointing right. Sha... |
| SEC approves rule changes that allow for bitcoin ETFs—here’s what to know | The Securities and Exchange Commission approved rule changes to allow the creation of bitcoin exchange-traded funds in the U.S. late Wednesday. The creation of bitcoin ETFs is widely expected to bring more legitimacy and investor interest t... |
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FAQ about Simplify Wealth Planning
What has the press written about Simplify Wealth Planning?
Parsers VC has collected 3 articles mentioning Simplify Wealth Planning, among them “Your employer can now match your student loan payments to your 401(k), but it may not be right for everyone” (Mar 27, 2024) and “SEC approves rule changes that allow for bitcoin ETFs—here’s what to know”.
Is Simplify Wealth Planning still active?
Yes, Simplify Wealth Planning is active; its latest activity on Parsers VC dates from Nov 4, 2026.