Simplifi, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“We charge on an hourly basis for financial planning at a rate of $400 per hour.”

Flat or project fee

$2,000

“We offer Inherited IRA Assistance for a fixed fee of $2,000, which we may reduce or waive at our discretion.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Simplifi, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our management fees are calculated and charged quarterly in advance.”
• “If investment advisory services begin in the middle of the billing period, the prorated management fee for the initial billing period is billed in arrears at the same time as the next full billing period's fee is billed.”
• “Each client account will typically be billed individually for its respective share of fees owed to us unless instructed otherwise.”

How Simplifi, Inc.’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.
• 57 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.
• 13 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Simplifi, Inc.

• Principal: Eric A. Sigdestad
• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2010 (16 years).

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

Highest asset based fee in brochure

1.25% a year

Minimum

No minimum stated in brochure

Clients

301

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$276,123,718

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

154900

Website

linkedin.com/company/simplifi-retirement-planning- (opens in new tab)

Phone

(858) 695-6600

Can advise clients in 3 states: Arizona, California, Texas

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