Simple Life Financial fees and pricing
Financial planner in El Cerrito, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 28, 2026, Simple Life Financial charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Hourly fees are generally approximately $400 per hour but may vary depending on the complexity and customization of the services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Simple Life Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The applicable hourly rate and estimated scope of work are disclosed and agreed to in advance.”
- “Client Right to Terminate Whenever advisory fees are increased, clients will receive written notice in advance of the updated fee.”
- “If a client terminates the advisory agreement during the notice period, advisory fees for the notice period will be billed at the rate in effect immediately prior to the fee update.”
How Simple Life Financial’s fees compare
- Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 2 other planners in El Cerrito that publish an hourly rate charge less.
About Simple Life Financial
“K183 Enterprises LLC, doing business as Simple Life Financial, provides investment advisory and financial planning services to individuals, families, and small businesses. The Firm often serves multiple generations within the same family, including aging parents, working and pre-retirement adults, and adult children.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 25
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $35,210,668
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142992
- Phone
- (510) 526-4407
Other planners in El Cerrito that publish fees
- Dabk Financial Planning ServicesEl Cerrito$250/hr, $800
- Varn Financial PlanningEl Cerrito$250/hr, $4,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.