Firm
Simplified Retirement
Charlottesville, Virginia
Fee-only
Simplified Retirement at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 1 individual clients.
- Its ongoing planning fee starts at $500 a year, below the Virginia median of $4,992.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Charlottesville, Virginia |
|---|---|
| Website | simplifiedretirement.org |
| Phone | (434) 260-1473 |
Simplified Retirement 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.
| Ongoing planning | From $500 a year |
|---|---|
| One-time plan | From $250 |
| How it charges | Flat fee · One-time plans or projects · Ongoing planning fee |
In the firm's words
"A $250 fee is due upon delivery and presentation of the Client's financial plan." source
"Clients are billed $250 at the end of each six-month period." source
"Simplified Retirement offers financial planning and consultation services for a flat fee." source
"A $250 fee is due upon delivery and presentation of the Client's financial plan." 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 | Fixed fees |
|---|---|
| Individual clients | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 327670 |