A complete list of active advisors currently associated with Simplify Financial Planning
Warmer can help you find a great advisor at Simplify Financial Planning or one who fits your needs even better.
Simplify Financial Planning is a single-advisor independent registered firm that serves roughly 145 clients, providing financial planning and advisory services to individuals (including high-net-worth individuals) as well as institutional clients such as pension plans, foundations, and other organizations. The firm’s brochure lists services that include financial planning, pension consulting, wrap program access, and selection of other advisers or solicitors. Rather than offering direct portfolio management for individual clients, the firm focuses on planning, adviser selection, and implementation through third-party programs and relationships. The brochure also notes that the adviser conducts educational seminars and workshops as part of client engagement and service delivery. What is distinctive about this firm compared with many solo independent advisers is its use of third-party ratings and client testimonials in marketing materials, practices that are uncommon among peers. The firm also does not use the percentage-of-assets (AUM) billing model common in the industry and instead relies on alternative implementation and fee arrangements.
To learn more about the advisors currently working at Simplify Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 11
|
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