Eric Sigdestad
SimpliFi · San Diego, California
Eric Sigdestad is a fee-only financial advisor at SimpliFi in San Diego, California, who holds the CFP credential. Eric charges hourly fees ($400 an hour) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | SimpliFi |
|---|---|
| Based in | San Diego, California |
| Fee model | Hourly |
| Fees (firm's website) | $400 an hour |
| Assets under management | $276.1M across 576 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 3140614 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.retiremeasap.com |
How Eric's firm compares
- The hourly rate is $400, above the California median of $300 for fee-only firms that publish prices.
- SimpliFi's average account is about $479,000, from its Form ADV (assets managed divided by 576 accounts).
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Questions about Eric
Is Eric Sigdestad a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and SimpliFi reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric charges hourly fees.
How much does Eric charge?
According to SimpliFi's website, checked October 30, 2026: $400 an hour.
Where is Eric Sigdestad based?
Eric Sigdestad is based in San Diego, California.
What does Eric specialize in?
Eric's specialties include retirement planning. Eric works with retirees and pre-retirees.
What credentials does Eric Sigdestad hold?
Eric Sigdestad holds the CFP credential.
Is Eric Sigdestad registered with the SEC?
Yes. Eric Sigdestad is registered as an investment adviser representative in CA and TX (CRD 3140614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SimpliFi manage?
SimpliFi reports $276.1M across 576 accounts in assets under management.
How do I contact Eric Sigdestad?
Through Eric's website, www.retiremeasap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SimpliFi website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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