Simplify Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
145
17% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
145
Very HighAverage account size
$0
About
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.
Client services
Financial planning
Educational seminars or workshops
Fee options
Main office location
Simplify Financial Planning
San Francisco CA, United States
Number of offices
1
Most active in
Simplify Financial Planning has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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