Firm
SimpliFi
San Diego, California
Fee-only
SimpliFi at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 5 employees and 301 individual clients, 77 of them high net worth.
- Its average account is about $479,000 (assets it manages divided by its 576 accounts).
- Its hourly rate of $400 is above the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | retiremeasap.com |
| [email protected] | |
| Phone | (858) 695-6600 |
SimpliFi 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.
| Hourly | $400 an hour |
|---|---|
| How it charges | Hourly |
In the firm's words
"$400/hr" 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 | $276 million |
| Individual clients | 224 |
| High-net-worth clients | 77 |
| Accounts managed | 576 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-78839) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 154900 |