Russell Maltes
Simplified FP · Clovis, California
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.
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Facts
| Firm | Simplified FP |
|---|---|
| Based in | Clovis, California |
| Fee model | Percentage of assets · One-time planning fee |
| Assets under management | $51.3M across 151 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4304383 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | simplifiedfp.com |
How Russell's firm compares
- Simplified FP's average account is about $339,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Russell
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Clovis
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
- Simplified FP 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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