Firm
Simple Life Financial
El Cerrito, California
Fee-only
Facts
| Based in | El Cerrito, California |
|---|---|
| Website | simplelifefinancial.com |
| Phone | (510) 526-4407 |
Simple Life Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Hourly · Flat fee |
In the firm's words
"Tier 1 $0-$1,000,000 1%" source
"hourly consulting services may be available" source
"we offer a flat-fee arrangement for additional services beyond investment management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $35 million |
| Individual clients | 15 |
| Financial planning | Offered |
| Form ADV filed | July 28, 2026 |
| SEC record | CRD 142992 |