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SimpliFi, Inc.

EST. AUM
$251,531,387

CONTACTS

CLIENT ACCOUNTS
562

Firm Details

Metro area San Diego
CRD Number 154900
Website retiremeasap.com
Client types

Overview

SimpliFi is a San Diego-based, independent, fee-only retirement planning firm founded in 2005. The firm is registered with the SEC as an investment advisor and operates under California Department of Business Oversight jurisdiction. It serves individuals approaching or in retirement, including those managing inheritances or coordinating with financial representatives during later-life transitions. SimpliFi's stated approach centers on plain-language communication, a fiduciary standard, and a straightforward, non-judgmental client relationship.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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