SimplifiedFP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$51,238,880
Clients
54
Advisors
1
of 1 employees
About
SimplifiedFP is a fee‑only advisory firm that provides investment management, comprehensive financial planning, and retirement plan consulting and management for individuals, high‑net‑worth households, non‑profits, and employer‑sponsored pension and profit‑sharing plans. The firm offers both project‑based and ongoing planning engagements and assists plan sponsors with investment policy, fund review, participant education, and vendor analysis.
Its investment approach emphasizes diversified asset allocation informed by modern portfolio theory, using a blend of passive and active vehicles and, when appropriate, outside managers or model portfolios to implement strategies. Accounts are typically managed on a discretionary basis with regular monitoring and quarterly reviews to ensure allocations remain aligned with clients’ objectives and risk tolerance.
What distinguishes this firm relative to many peers is its explicit focus on employer retirement plan work, including serving as an ERISA investment manager under section 3(38), a service that is less common among independent advisors. The practice is recently established (registered in 2025) and the firm’s principal holds CFP and retirement‑plan specific credentials (CRPC, CRPS), underscoring the emphasis on retirement plan design and administration alongside individual wealth planning.
Client services
Expertise
Occupation focus
Fee options
Project-based financial planning fixed fee range $1 - $1,500; initial financial planning fee up to $1,500; ongoing financial planning fixed fee up to $1,500 per quarter.
$0 - $249,999: 1.00% $250,000 - $999,999: 0.90% $1,000,000+: 0.80%
$300 per hour for project-based financial planning services.
Ongoing financial planning recurring fixed fee up to $1,500 per quarter.
Fee-only: Financial Planning fees: initial fee up to $1,500; ongoing fixed fee up to $1,500 per quarter; project-based fixed fees $1 - $1,500; hourly rate $300/hour.
Main office
755 North Peach Avenue Suite I7
Clovis CA 93611
Advisors at this office
1
Most active in
California
Also doing business as
Simplifiedfp · Simplifiedfp LLC · Simplifiedfp, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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