RIA Intel›Advisers›California›SIMPLIFIEDFP, LLC

SIMPLIFIEDFP, LLC

Advisory

CLOVIS, CA

Data as of Apr 29, 2026 · Source: SEC Form ADV

Rank in CA

#3,433

of 5,480 advisers by AUM

Average account

$339K

across 151 accounts

AUM per adviser

$51M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients56

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

56 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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