SIMPLIFIEDFP

Overview

Simplifiedfp is an independent registered investment adviser operating as a limited liability company and owned by an individual principal. The firm serves both individual and family clients and institutional clients, and positions itself as a capital allocator that can place client assets with outside managers. Its billing approaches include a percentage-of-AUM charge as well as hourly and fixed-fee arrangements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting; the firm's filings indicate it does not identify itself as a pension consultant for regulatory classification. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices