# Russell Maltes

> Russell Maltes is a fee-only financial advisor at Simplified FP in Clovis, California, who holds the CFP credential. Russell charges a percentage of assets and a one-time planning fee.

Page: https://find.wellspent.co/advisors/russell-maltes/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Simplified FP
- **Based in:** Clovis, California
- **Fee model:** Percentage of assets; One-time planning fee
- **Assets under management (firm):** $51.3M across 151 accounts
- **Credentials:** CFP
- **CRD:** 4304383 (https://adviserinfo.sec.gov/individual/summary/4304383)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://simplifiedfp.com/

## Frequently asked questions

### Is Russell Maltes a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Russell holds no broker registration, and Simplified FP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Russell charge for financial advice?

Russell charges a percentage of assets and a one-time planning fee.

### Where is Russell Maltes based?

Russell Maltes is based in Clovis, California.

### What credentials does Russell Maltes hold?

Russell Maltes holds the CFP credential.

### Is Russell Maltes registered with the SEC?

Yes. Russell Maltes is registered as an investment adviser representative in CA (CRD 4304383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Simplified FP manage?

Simplified FP reports $51.3M across 151 accounts in assets under management.

### How do I contact Russell Maltes?

Through Russell's website, simplifiedfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4304383): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://simplifiedfp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.