Case Study: Wealth Engineers, LLC achieves streamlined recurring billing and reduced admin work with PaySimple

Wealth Engineers Keeps the Focus on the Client by Minimizing Administrative Tasks

Wealth Engineers, founded by Jonathan Duong, CFA, CFP in Denver, offers a customer-first, monthly-fee approach to investment management and financial planning to avoid high commissions and deliver customized service. To support that model he needed a low‑cost, automated billing system that accepted ACH (no credit cards) and could handle clients who start mid-month without creating extra administrative work.

Wealth Engineers partnered with PaySimple for ACH processing and recurring billing, including the ability to adjust a client’s first-month charge within a single interface. The result: nearly all payments are now collected automatically, Jonathan spends far less time on invoicing and follow‑up, and clients enjoy a smoother, more reliable payment experience that lets the firm focus on service and relationships.

Wealth Engineers, LLC

Jonathan Doung

President and Founder