Simplified Wealth Management, LLC (hereinafter called “SWM”) is a registered investment adviser based in Hattiesburg, Mississippi, and incorporated under the laws of the state of Mississippi. SWM is wholly owned by Kevin McCormick. SWM is registered with the Securities and Exchange Commission and is subject to the rules and regulations of the US Advisers Act. Founded in June 2018, SWM provides investment advisory services, which may include, but are not limited to, the review of client investment objectives and goals, recommending asset allocation strategies of managed assets among investment products such as cash, stocks, mutual funds and bonds, annuities, and/or preparing written investment strategies. Our investment advice is tailored to meet our clients’ needs and investment objectives. Clients may impose restrictions on investing in certain securities or types of securities (such as a product type, specific companies, specific sectors, etc.) by providing a signed and dated written notification, of which an e-mail is also an acceptable form of notification. SWM provides investment advisory and other financial services through its Investment Advisory Representatives ("IAR") to accounts opened with SWM. Managed Accounts are available to individuals. SWM provides discretionary and non-discretionary investment advisory services to some of its clients through various managed account programs. SWM will assist clients in determining the suitability of the Managed Account Programs for the client. The IAR is compensated through a comprehensive single fee and the account may be assessed other charges associated with conducting a brokerage business. SWM and its IAR, as appropriate, will be responsible for the following:
• Performing due diligence

• Recommending strategic asset and style allocations
• Providing research on investment product options, as needed
• Providing client risk profile questionnaire
• Obtaining investment advisory contract from client with required financial, risk tolerance, suitability and investment vehicle selection information for each new account
• Performing client suitability check on account documentation, review the investment objectives and evaluate the investment vehicle selections
• Providing Firm Brochure (this document) SWM offers a Wrap Fee Program for clients’ account(s). A “Wrap Fee Program” for purposes of the SEC is a program under which investment advisory and brokerage execution services are provided for a single “wrapped” fee that is not based on the transactions in a client account. SWM provides discretionary investment advisory services to some of its clients through a Wrap Fee Program. SWM will assist clients in determining the suitability of the Wrap Fee Program for the client. Wrap Fee Program accounts recommended by SWM are not managed differently from non-Wrap Fee Program accounts. Because brokerage execution costs are included in the client’s overall advisory fee, the client’s fee may be greater than those that have accounts in non-Wrap Fee Program accounts, however fees will not exceed the fee schedule stated in SWM’s Wrap Fee Brochure. All clients with Wrap Fee Program accounts will be provided with SWM’s Wrap Fee Brochure. This Brochure is focused on non-Wrap Fee Program accounts. As of January 5, 2023, Simplified Wealth Management, LLC has $121,023,916 in assets under management on a discretionary basis and $0 in assets under management on a non- discretionary basis. Form ADV, Part 2A, Item 5