# Simplifiedfp

> Simplifiedfp is a state-registered investment advisory firm in Clovis, CA, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 338336
- Filed as: SIMPLIFIEDFP
- Legal name: Simplifiedfp, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clovis, CA
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338336
- AdvisorCensus page: https://advisorcensus.com/firm/simplifiedfp-clovis-ca-338336

## Quick answers

**How is Simplifiedfp compensated?**
On its Form ADV (Item 5.E, October 2026), Simplifiedfp reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Simplifiedfp located?**
Simplifiedfp's principal office is in Clovis, CA, according to its Form ADV.

**Is Simplifiedfp registered with the SEC or a state?**
Simplifiedfp is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338336.

**How much does Simplifiedfp manage?**
Simplifiedfp reports $51,250,991 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**What types of clients does Simplifiedfp serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (22); corporations or other businesses not listed above (2).

**Does Simplifiedfp report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338336

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $51,250,991
- Discretionary: $51,250,991
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $15,831,417 |
| High net worth individuals | 22 | $35,407,463 |
| Corporations or other businesses not listed above | 2 | $12,111 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- simplifiedfp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simplifiedfp (CRD 338336): Form ADV filing data as of October 2026.