Simplifiedfp
26yrs
More experience than 74% of advisors in Clovis
About the firm
A registered investment advisory firm based in Clovis, California. It manages about $51.3 million for roughly 54 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$948,868
Assets under management ?$51.3 million
Individual clients54
Median years of experience26
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Advisors at Simplifiedfp
1Advisors
26Median years of experience
1States with offices
–Offices
Also known as
Simplifiedfp, LLC · Simplifiedfp LLC
About Simplifiedfp
How do I contact Simplifiedfp?
Call the main office at 559-938-0305. The main office is at 755 North Peach Avenue Suite G10, Clovis, CA 93611.
How is Simplifiedfp paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Simplifiedfp offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Simplifiedfp?
We list 1 advisor currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.