John Collet
Simple Life Financial · Vacaville, California
John Collet is a fee-only financial advisor at Simple Life Financial in Vacaville, California. John charges a percentage of assets, hourly fees and a flat fee or retainer (1% a year on the first tier of assets managed).
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Who they serve
- High earners
Facts
| Firm | Simple Life Financial |
|---|---|
| Based in | Vacaville, California |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $35.2M across 131 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8218173 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.simplelifefinancial.com |
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Questions about John
Is John Collet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Simple Life Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets, hourly fees and a flat fee or retainer.
How much does John charge?
According to Simple Life Financial's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is John Collet based?
John Collet is based in Vacaville, California.
Is John Collet registered with the SEC?
Yes. John Collet is registered as an investment adviser representative in CA (CRD 8218173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simple Life Financial manage?
Simple Life Financial reports $35.2M across 131 accounts in assets under management.
How do I contact John Collet?
Through John's website, www.simplelifefinancial.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
- Simple Life Financial 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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