John Eckersley
Advisor at SimpliciFi, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
John Eckersley is the sole advisor and managing member of SimpliciFi, LLC, an independent firm based in Monument, Colorado. He holds a Series 65 designation and has four years of industry experience. Prior to founding SimpliciFi, he worked at Wells Fargo Bank and has maintained a concurrent role as a tax-preparation professional. Outside of financial advising, he has been involved with the Human Environmental Animal Team for over a decade. SimpliciFi, LLC offers discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes tax-efficient portfolio construction using diversified mutual funds and ETFs, employing fundamental, technical, and cyclical analysis to guide investment decisions.
Expertise
Based on SimpliciFi, LLC
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Cash flow / budgeting
Fee options
$0 - $250,000: 2.00% $250,000 - $500,000: 1.60% $500,000 - $1,000,000: 1.20% $1,000,000+: 0.80%
Fee-only: Fee-only advisory firm; compensated solely by its clients, no commissions received.
Location
Monument, CO
Most active in
John E has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
Calming Cove LLC
2023 - 2024 (1 year)
H&R Block
2022 - Present (4 years)
Imadgen LLC
2022 - 2024 (2 years)
SimpliciFi, LLC
2021 - Present (5 years)
Wells Fargo Bank, N.A.
2018 - 2020 (2 years)
Wells Fargo Bank, N.A.
2016 - 2018 (2 years)
Mathnasium
2016 - 2016 (1 year)
Human Environmental Animal Team
2010 - 2025 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Terry T
Series 65
Colorado Springs, CO
Replica Wealth Advisors Inc
Gene B
Series 65
Monument, CO
Thrive Financial Management
James P
Series 63
Colorado Springs, CO
Global Wealth, LLC
Gage D
CFP®, Series 63, Series 66
Monument, CO
Prudent Wealthcare
David B
Series 65
Colorado Springs, CO
Bullock Capital Alliance, Inc.
Derek M
CFP®, ChFC®, Series 63, Series 66
Colorado Springs, CO
56 Capital Partners, Ltd
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