Firm
Simplified FP
Clovis, California
Fee-only
Simplified FP at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 54 individual clients, 22 of them high net worth.
- Its average account is about $339,000 (assets it manages divided by its 151 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Clovis, California |
|---|---|
| Website | simplifiedfp.com |
| Phone | (559) 938-0305 |
Simplified FP fees
Simplified FP doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $51 million |
| Individual clients | 32 |
| High-net-worth clients | 22 |
| Accounts managed | 151 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 29, 2026 |
| SEC record | CRD 338336 |
Advisors at this firm (1)
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