# SimpliFi

SimpliFi is a Bank / Wealth / Trust based in Denton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Denton, United States
- **Region:** North America
- **Address:** 9666 Businesspark Ave, Ste 111, San Diego, CA 92131, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** retiremeasap.com
- **LinkedIn:** https://www.linkedin.com/company/simpli.fi
- **Wikidata:** Q654502

## About

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.

## Sectors

- Financial Services

## People

- Eric Sigdestad — CERTIFIED FINANCIAL PLANNER™
- Lauren Torres — Team Member
- Alexis Tomlinson — Team Member
- Daniel Lichtenhan — Team Member

## 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.

## Related profiles

- [Simplicity Wealth](https://altss.com/profile/simplicity-wealth)
- [Simplified Wealth Management](https://altss.com/profile/simplified-wealth-management)

---

Last updated: 2026-08-11T15:08:04.536Z

Canonical page: https://altss.com/profile/simplifi

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology