Simplifiedfp

Overview

Simplifiedfp is an independent registered investment adviser organized as an LLC and domiciled in California. The firm is individually owned and positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, with additional offerings that include pension consulting support and selection of third-party advisers. Fee arrangements are flexible: Simplifiedfp charges based on a percentage of assets under management and also uses hourly and fixed-fee structures where appropriate. The firm reports no active focus on ESG investing and operates primarily within its home state rather than as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices