Simplify Financial Planning fees and pricing
Financial planner in San Francisco, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 6, 2026, Simplify Financial Planning charges a flat or project fee of $1,250-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,250-$3,000
“We assess a fixed fee of $1250 to $3000 to complete your financial plan and total fee is due upon plan delivery.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Simplify Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment requests for our fees will be preceded by our invoice.”
- “Fees are to be paid by check or draft from US-based financial institutions.”
How Simplify Financial Planning’s fees compare
- Its flat or project fee of $1,250-$3,000 is below the California median of $5,000. 21% of the 796 other California planners that publish a flat or project fee charge less.
- 6 of the 35 other planners in San Francisco that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Simplify Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 145
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 296175
- Phone
- (415) 260-0123
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
Is something on this page wrong or out of date?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.