Simpliphi Capital fees and pricing
Financial planner in Englewood, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 9, 2026, Simpliphi Capital charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“SimpliPhi Capital Page 5 SimpliPhi Capital will charge a fixed fee for financial planning services that generally range between $1,000 and $5,000 depending on the scope of the financial planning services required, as negotiated and contracted with the client in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Simpliphi Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Advisory services may be terminated at any time, by either party, by providing written notice to the other party 30 days in advance.”
- “The client will be responsible for the prorated fees based on the number of days in the billing period, up to and including the date of termination.”
How Simpliphi Capital’s fees compare
- Its flat or project fee of $1,000-$5,000 is below the Colorado median of $5,250. 27% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 4 of the 5 other planners in Englewood that publish a flat or project fee charge less.
About Simpliphi Capital
“Jerome Perkins, President, is also a Consultant for US investments for Harrison Brook, a French company that provides financial advice to UK expatriates.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341593
- Phone
- (720) 441-4109
Other planners in Englewood that publish fees
- Blue Heron CapitalEnglewood$350-$500/hr, $2,500
- Copper River Advisors LLCEnglewood$500
- New Light FinancialEnglewood$500/hr
- Ridgegate Advisors, LLCEnglewood$1,250
- Rigden Capital StrategiesEnglewood$300/hr, $1,500-$5,000
- Wealth Watch Advisors, IncEnglewood$250-$5,000, $5,000/yr
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.