Firm
Simplify Financial Planning
San Francisco, California
Fee-only
Simplify Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 145 individual clients, 25 of them high net worth.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | simplifyfinancial.com |
| Phone | (415) 260-0123 |
Simplify Financial Planning 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.
| One-time plan | From $1,500 |
|---|---|
| How it charges | Flat fee · One-time plans or projects · Hourly |
In the firm's words
"Financial checkup $1500" source
"I charge a flat rate for financial planning—regardless of your net worth." source
"You can schedule a follow-up session as needed for $450." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 120 |
| High-net-worth clients | 25 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 296175 |