Hilary
Zaragoza
Simplicity Wealth
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About this Advisor
Hilary Zaragoza is a financial advisor based in Palm Harbor, Florida, working with Simplicity Wealth. Hilary has previously held positions at Hilary Zaragoza Insurance Services Inc, Simplicity Wealth, and Zara Financial Group. Hilary has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Hilary is part of Simplicity Wealth, which operates out of Palm Harbor, Florida. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Hilary Zaragoza Work History
Simplicity Wealth
Zara Financial Group
Zara Financial Group
Hilary Zaragoza Insurance Services Inc
Disclosures
Please visit the SEC profile of Hilary Zaragoza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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