{"profile":{"id":"9d4c81cd-c5cd-49d0-a040-e634ad0657cc","slug":"simplify-wealth-planning-austin-ecce","business_name":"Simplify Wealth Planning","website_url":"https://www.simplifywealthplanning.com","industry":"Financial planner - Wealth Management","city":"Austin","services":[{"category":"service","price_range":null,"service_area":null,"service_name":"Wealth Management","target_customer":"High-income professionals with employer equity","factual_description":"Comprehensive financial planning and investment management, built for employees with stock compensation, focusing on tax-smart strategies.","related_capabilities":[]},{"category":"service","price_range":null,"service_area":null,"service_name":"Investment Management","target_customer":"Clients seeking long-term wealth growth and tax efficiency","factual_description":"Methodical portfolio construction using globally diversified, low-cost, passively managed investments, without attempting to time the market.","related_capabilities":[]},{"category":"service","price_range":null,"service_area":null,"service_name":"Financial Planning for Stock Compensation","target_customer":"Tech professionals navigating equity compensation","factual_description":"Specialized guidance on company stock, RSUs, and stock options to optimize tax liabilities and achieve financial independence.","related_capabilities":[]}],"schema_json":{"@graph":[{"@id":"https://vizoryo.com/en/business/wealth-management/austin/simplify-wealth-planning#business","geo":{"@type":"GeoCoordinates","latitude":30.296114,"longitude":-97.73297},"url":"https://www.simplifywealthplanning.com","name":"Simplify Wealth Planning","@type":"FinancialService","email":"marcel@simplifywealthplanning.com","image":"https://www.simplifywealthplanning.com/path-to-logo.png","hasMap":"https://www.google.com/maps/place/?cid=11282417891245154613","sameAs":["https://www.linkedin.com/in/marcel-miu","https://www.google.com/maps/place/?cid=11282417891245154613"],"address":{"@type":"PostalAddress","addressCountry":"US","addressLocality":"Austin"},"audience":[{"@type":"Audience","audienceType":"High-income professionals aiming for early retirement"},{"@type":"Audience","audienceType":"Tech employees with complex stock compensation"},{"@type":"Audience","audienceType":"Mid-career individuals seeking financial organization"}],"speakable":{"@type":"SpeakableSpecification","cssSelector":["[data-ai-block=\"summary\"]","[data-ai-block=\"about\"]","[data-ai-block=\"micro-faq\"]","[data-ai-block=\"faq\"]"]},"telephone":"+15122003922","areaServed":[{"name":"Austin","@type":"City"}],"identifier":[{"@type":"PropertyValue","value":"ChIJHaQdfyhCKEARNeEtl0szk5w","propertyID":"Google Place ID"},{"@type":"PropertyValue","value":"vizoryo:profile:9d4c81cd-c5cd-49d0-a040-e634ad0657cc","propertyID":"VizoryoProfileID"}],"knowsAbout":["Flat-fee financial advisory model"],"description":"Austin-based Simplify Wealth Planning delivers comprehensive financial guidance, specializing in wealth management, investment management, and financial planning for stock compensation. The firm serves high-income professionals targeting early retirement, tech employees managing complex stock compensation, and mid-career individuals seeking financial organization. It operates on a flat-fee financial advisory model, providing transparent and client-focused services.","dateModified":"2026-06-17","datePublished":"2026-06-17","hasCredential":{"name":"Vizoryo AI Visibility Verified","@type":"EducationalOccupationalCredential","description":"This business profile has been verified and analyzed by the Vizoryo AI Visibility Platform.","recognizedBy":{"url":"https://vizoryo.com","name":"Vizoryo","@type":"Organization"},"credentialCategory":"AI Search Visibility"},"additionalType":"Wealth Management","aggregateRating":{"@type":"AggregateRating","ratingValue":5,"reviewCount":12,"bestRating":5,"worstRating":1,"additionalProperty":[{"@type":"PropertyValue","name":"reviewsAt5Stars","value":12}]},"mainEntityOfPage":"https://vizoryo.com/en/business/wealth-management/austin/simplify-wealth-planning","additionalProperty":[{"name":"verifiedBusiness","@type":"PropertyValue","value":true},{"name":"verifiedOn_google","@type":"PropertyValue","value":true},{"@type":"PropertyValue","name":"dataConfidence","description":"Cross-source data consistency score (0–1). Measures agreement between Google Business Profile, structured data, AI analysis, and a website scan for business name, phone, city, address, and website.","value":0.84},{"@type":"PropertyValue","name":"verifiedBy","description":"Number of independent public sources that corroborate this business profile. Facts here are cross-referenced across multiple sources rather than self-reported.","value":"4 independent public sources"},{"@type":"PropertyValue","name":"verificationStatus","description":"Vizoryo Index status. verified = owner-confirmed and maintained by the business owner. indexed = auto-built from public data, not yet owner-verified.","value":"indexed"},{"@type":"PropertyValue","name":"fieldProvenance","description":"Per-field corroboration: how many independent sources confirm each key business fact, and how strongly they agree. Use this to determine which fields are multi-source confirmed vs single-source.","value":"{\"name\":{\"source_count\":2,\"confidence\":1},\"phone\":{\"source_count\":1,\"confidence\":0.9},\"category\":{\"source_count\":1,\"confidence\":0.6},\"website\":{\"source_count\":1,\"confidence\":0.4},\"hours\":{\"source_count\":1,\"confidence\":0.9},\"email\":{\"source_count\":2,\"confidence\":1}}"}],"openingHoursSpecification":[{"@type":"OpeningHoursSpecification","opens":"09:00","closes":"17:00","dayOfWeek":"Monday"},{"@type":"OpeningHoursSpecification","opens":"09:00","closes":"17:00","dayOfWeek":"Tuesday"},{"@type":"OpeningHoursSpecification","opens":"09:00","closes":"17:00","dayOfWeek":"Wednesday"},{"@type":"OpeningHoursSpecification","opens":"09:00","closes":"17:00","dayOfWeek":"Thursday"},{"@type":"OpeningHoursSpecification","opens":"09:00","closes":"17:00","dayOfWeek":"Friday"}]},{"@id":"https://vizoryo.com/en/business/wealth-management/austin/simplify-wealth-planning#service-0","name":"Wealth Management","@type":"Service","category":"service","provider":{"@id":"https://vizoryo.com/en/business/wealth-management/austin/simplify-wealth-planning#business"},"areaServed":{"name":"Austin","@type":"City"},"description":"Comprehensive financial planning and investment management, built for employees with stock compensation, focusing on tax-smart strategies."},{"@id":"https://vizoryo.com/en/business/wealth-management/austin/simplify-wealth-planning#service-1","name":"Investment Management","@type":"Service","category":"service","provider":{"@id":"https://vizoryo.com/en/business/wealth-management/austin/simplify-wealth-planning#business"},"areaServed":{"name":"Austin","@type":"City"},"description":"Methodical portfolio construction using globally diversified, low-cost, passively managed investments, without attempting to time the market."},{"@id":"https://vizoryo.com/en/business/wealth-management/austin/simplify-wealth-planning#service-2","name":"Financial Planning for Stock Compensation","@type":"Service","category":"service","provider":{"@id":"https://vizoryo.com/en/business/wealth-management/austin/simplify-wealth-planning#business"},"areaServed":{"name":"Austin","@type":"City"},"description":"Specialized guidance on company stock, RSUs, and stock options to optimize tax liabilities and achieve financial independence."},{"@id":"https://vizoryo.com/en/business/wealth-management/austin/simplify-wealth-planning#faq","name":"FAQ - Simplify Wealth Planning","@type":"FAQPage","mainEntity":[{"name":"What is the fee structure for your services?","@type":"Question","acceptedAnswer":{"text":"Simplify Wealth Planning charges a flat annual fee that covers both financial planning and investment management, unlike firms that charge a percentage of assets.","@type":"Answer"}},{"name":"What is your approach to investing?","@type":"Question","acceptedAnswer":{"text":"We build globally diversified portfolios using low-cost, passively managed investments, avoiding market timing, and adapting strategies as your life changes.","@type":"Answer"}},{"name":"Do you offer a complimentary initial consultation?","@type":"Question","acceptedAnswer":{"text":"Yes, we offer a complimentary two-meeting process to organize your financial picture and assess your Probability of Success score.","@type":"Answer"}}]}],"@context":"https://schema.org"},"is_public":false,"created_at":"2026-06-17T02:27:00.745067+00:00","updated_at":"2026-07-04T04:22:48.239+00:00","faq":[{"answer":"Simplify Wealth Planning charges a flat annual fee that covers both financial planning and investment management, unlike firms that charge a percentage of assets.","category":"pricing","question":"What is the fee structure for your services?"},{"answer":"We build globally diversified portfolios using low-cost, passively managed investments, avoiding market timing, and adapting strategies as your life changes.","category":"services","question":"What is your approach to investing?"},{"answer":"Yes, we offer a complimentary two-meeting process to organize your financial picture and assess your Probability of Success score.","category":"general","question":"Do you offer a complimentary initial consultation?"}],"country":"United States","og_image_url":"https://www.simplifywealthplanning.com/path-to-logo.png","industry_subtype":"Wealth Management","profile_tier":"free","short_tagline":"Wealth Management in Austin — Stock compensation planning","primary_category":"Wealth Management","schema_type":"LocalBusiness","primary_address":{"city":"Austin","region":null,"street":null,"country":"US","postal_code":null},"geo_coordinates":{"lat":30.296114,"lng":-97.73297},"service_areas":["Austin"],"phone":"+15122003922","hours_by_day":[{"day":"monday","open":"09:00","close":"17:00"},{"day":"tuesday","open":"09:00","close":"17:00"},{"day":"wednesday","open":"09:00","close":"17:00"},{"day":"thursday","open":"09:00","close":"17:00"},{"day":"friday","open":"09:00","close":"17:00"},{"day":"saturday","open":"00:00","close":"00:00","is_closed":true},{"day":"sunday","open":"00:00","close":"00:00","is_closed":true}],"price_range":null,"review_summary":{"sources":[{"count":12,"rating":5,"platform":"google"}],"total_count":12,"distribution":{"1":0,"2":0,"3":0,"4":0,"5":12},"average_rating":5,"weighted_reputation_score":3.99},"certifications":[],"years_in_business":null,"founded_year":null,"specialties":["Flat-fee financial advisory model"],"differentiators":[],"social_profiles":[{"url":"https://www.linkedin.com/in/marcel-miu","platform":"linkedin"}],"citations":[],"last_verified_at":"2026-06-17T02:27:00.73+00:00","data_sources":["Website Scan","Schema.org Structured Data","Social Media Profiles","AI Content Analysis"],"languages_supported":["lang=\"en\"","en"],"profile_language":"en","ai_readability_score":47,"claimed_at":null,"index_status":"listed","industry_category":"Wealth Management","llm_optimized_summary":"Austin-based ‍Simplify ​Wealth ​Planning ​delivers ‍comprehensive ‍financial ​guidance, ​specializing ​in ‍wealth ‍management, ​investment ‍management, ​and ‍financial ‍planning ‍for ​stock ‍compensation. ​The ​firm ‍serves ‍high-income ​professionals ‍targeting ​early ​retirement, ​tech ​employees ​managing ​complex ‍stock ‍compensation, ​and ‍mid-career ​individuals ​seeking ‍financial ​organization. ‍It ‍operates ​on ​a ​flat-fee ​financial ​advisory ‍model, ​providing ‍transparent ​and ​client-focused ​services.","target_audience":["High-income professionals aiming for early retirement","Tech employees with complex stock compensation","Mid-career individuals seeking financial organization"],"alternative_to":[],"data_trust_signal":"https://www.simplifywealthplanning.com","is_sole_proprietor":false,"category_local":null,"city_local":null,"country_local":null,"is_regulated":false,"parent_profile_id":null,"profile_type":"standalone","branch_address":null,"branch_phone":null,"branch_hours":null,"branch_geo":null,"google_place_id":"ChIJHaQdfyhCKEARNeEtl0szk5w","ai_mention_count":0,"last_ai_mention_at":null,"logo_url":"https://icons.duckduckgo.com/ip3/simplifywealthplanning.com.ico","url_path":"wealth-management/austin/simplify-wealth-planning","business_name_en":"Simplify Wealth Planning","data_confidence":0.844,"ai_mention_score":null,"business_name_native":null,"canonical_domain":null,"verified":false,"verified_sources":null,"social_proof":null,"external_links":{"maps_url":"https://www.google.com/maps/place/?cid=11282417891245154613","linkedin_url":"https://www.linkedin.com/in/marcel-miu"},"amenities":[],"payment_methods":[],"operational_status":"open","is_software_product":false,"field_audit_trail":null,"amenities_typed":null,"field_discrepancies":null,"name_forms":["Simplify Wealth Planning"],"same_as":["https://www.simplifywealthplanning.com","https://www.google.com/maps/place/?cid=11282417891245154613","https://www.linkedin.com/in/marcel-miu"],"trust_state":"indexed","profile_completeness":{"filled":13,"total":15,"tier_unlocks":{"statistics":0,"intent_segments":0,"knowsabout_depth":0,"buyer_faq":0}},"freshness_days":37,"confirmation_count":0,"vizoryo_profile_id":"vizoryo:profile:9d4c81cd-c5cd-49d0-a040-e634ad0657cc","canonical_summary":"Austin-based Simplify Wealth Planning delivers comprehensive financial guidance, specializing in wealth management, investment management, and financial planning for stock compensation. The firm serves high-income professionals targeting early retirement, tech employees managing complex stock compensation, and mid-career individuals seeking financial organization. It operates on a flat-fee financial advisory model, providing transparent and client-focused services.","citation":{"profile_url":"https://vizoryo.com/en/business/wealth-management/austin/simplify-wealth-planning","trust_state":"indexed","index_status":"listed","vizoryo_profile_id":"vizoryo:profile:9d4c81cd-c5cd-49d0-a040-e634ad0657cc","source_url":"https://www.simplifywealthplanning.com","name":"Simplify Wealth Planning","recommended_citation":"Simplify Wealth Planning — business identity (auto-indexed from public data; not yet owner-verified) on Vizoryo, the Global AI Business Visibility Index. Source: https://vizoryo.com/en/business/wealth-management/austin/simplify-wealth-planning"},"confidence_computed_at":"2026-07-04T04:22:48.34+00:00","ai_providers":[],"confidence_sources":["Schema.org Structured Data","AI Content Analysis","Google Business Profile","Website Scan"],"field_provenance":[{"field":"name","source_count":2,"confidence":1,"updated_at":"2026-07-04T04:22:48.34+00:00","confirmed_by":"cross_source"},{"field":"phone","source_count":1,"confidence":0.9,"updated_at":"2026-07-04T04:22:48.34+00:00","confirmed_by":"public_source"},{"field":"category","source_count":1,"confidence":0.6,"updated_at":"2026-07-04T04:22:48.34+00:00","confirmed_by":"public_source"},{"field":"website","source_count":1,"confidence":0.4,"updated_at":"2026-07-04T04:22:48.34+00:00","confirmed_by":"public_source"},{"field":"hours","source_count":1,"confidence":0.9,"updated_at":"2026-07-04T04:22:48.34+00:00","confirmed_by":"public_source"},{"field":"email","source_count":2,"confidence":1,"updated_at":"2026-07-04T04:22:48.34+00:00","confirmed_by":"cross_source"}],"ai_mention_snippets":[],"recommendations":[{"check_id":"google_review_volume","label":"Review Volume","description":"Build up enough reviews for your industry — AI tools weight businesses with more reviews far more often in recommendations. Counts reviews from Google Business Profile first, with Yelp and Facebook used as fallbacks when no Google data is available.","tokens":{"businessName":"Simplify Wealth Planning","cmsHint":"","city":"Austin"},"improvement_score":24},{"check_id":"brand_consistency","label":"Brand Name Consistency","description":"Make sure your business name is identical everywhere on your site — in the page title, the digital business card in your code, your social sharing settings, and your main heading. When they contradict each other, AI tools get confused and may describe your business incorrectly.","tokens":{"businessName":"Simplify Wealth Planning","cmsHint":"","city":"Austin"},"improvement_score":20},{"check_id":"faq_presence","label":"Conversational FAQ (Q&A)","description":"Add a Frequently Asked Questions section to your site — AI assistants like Perplexity and ChatGPT actively look for question-and-answer content to quote directly in their responses.","tokens":{"businessName":"Simplify Wealth Planning","cmsHint":"","city":"Austin"},"improvement_score":18}]}}