Simplifiedfp fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300.”

Flat or project fee

$1⁠-⁠$1,500

“Fixed fee rates range between $1 - $1,500.”

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

How Simplifiedfp bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Simplifiedfp’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Clovis that publish an hourly rate charge less.
• Its flat or project fee of $1-$1,500 is below the California median of $5,000. 8% of the 796 other California planners that publish a flat or project fee charge less.

About Simplifiedfp

• Principal: Russell Maltes
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Estate planning
• 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

Highest asset based fee in brochure

3% a year

Clients

54

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$51,250,991

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338336

Website

simplifiedfp.com (opens in new tab)

Phone

(559) 938-0305

Other planners in Clovis that publish fees

• Bolt Wealth Management LLCClovis$250/hr, $1,250/qtr
• Fallbrook FiClovis$250/hr, $5,000
• Integrated Planning & InvestmentsClovis$600⁠-⁠$10,000/yr
• 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

Compare all 4 planners in Clovis