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SimpliFi
SimpliFi is a retirement planning firm that guides clients in managing finances post-retirement through straightforward solutions, aiming for peace of mind.
SimpliFi
SimpliFi is a retirement planning firm that guides clients in managing finances post-retirement through straightforward solutions, aiming for peace of mind. As a fiduciary, it puts clients' best interests first and receives no hidden fees. The team helps with decluttering financial matters, retirement spending plans, and asset allocation, speaking in plain English.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
Denton
Corporate office
9666 Businesspark Ave, Ste 111, San Diego, CA 92131, United States
Principals
Eric Sigdestad
CERTIFIED FINANCIAL PLANNER™
Lauren Torres
Team Member
Alexis Tomlinson
Team Member
Daniel Lichtenhan
Team Member
Sector focus
Frequently asked questions
How does SimpliFi charge for its advice?
SimpliFi charges a flat $400 per hour for a financial-planning session with a CERTIFIED FINANCIAL PLANNER™. The firm is explicitly fee-only and self-identifies as a fiduciary — it does not earn commissions, accept third-party payments, or levy asset-based management fees, which makes its revenue model unusual among registered investment advisors.
Who makes investment and planning decisions at SimpliFi?
The firm identifies Eric Sigdestad, a CERTIFIED FINANCIAL PLANNER™, as the lead professional. The website lists four additional team members — Lauren Torres, Alexis Tomlinson, Daniel Lichtenhan, and Jaxson — but does not assign specific investment-committee roles or portfolio-management authority to any individual.
What types of clients does SimpliFi serve?
The firm targets individuals approaching or already in retirement, with a secondary focus on families handling late-life money management and post-death estate settlement. Its content references high-net-worth individuals alongside more typical retirement savers, but it does not publish a minimum asset threshold or client count.
Does SimpliFi have a stated posture on alternative investments or private markets?
No. SimpliFi's published material is limited to asset allocation, retirement income, tax-aware withdrawal rules, and account consolidation. It makes no mention of private equity, venture capital, hedge funds, direct real estate, or any alternative asset class.
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