Financial Advisors · profile
RIA · registry-verified
SimpliFi
Registered investment adviser · San Diego, CA
We built this from public sources. If something's wrong, the firm can submit a correction.
02
Core data
What we found
Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.
Canonical Google Places
Independent editorial
Self-published
Self-published social
Press release / wire
Aggregated
| Fact | Value | Sources | Citations |
|---|---|---|---|
| Fiduciary status | Only on listings | 0 | local.yahoo.comAggregated retiremeasap.comSelf-published yelp.comAggregated |
| How they're paid | Self-claimed | 0 | retiremeasap.comSelf-published |
2 facts·3 sources·0 contested·2 not confirmed
03
What the firm says about itself
Self-claims
What the firm states about itself — operational facts and self-promotion, kept apart.
Stated facts
First-party · firm-statedFirst-party operational facts — hours, services, the firm's own descriptors.
- Category financial advisors retiremeasap.comSelf-published
- Who they work with Pre-retirees retiremeasap.comSelf-published
- Who they work with Retirees retiremeasap.comSelf-published
- How they're paid Fee-only retiremeasap.comSelf-published
- Fiduciary status yes retiremeasap.comSelf-published
- Professional certifications CFP retiremeasap.comSelf-published
- Services Estate & legacy planning retiremeasap.comSelf-published
- Services Financial planning retiremeasap.comSelf-published
- Services Investment management retiremeasap.comSelf-published
- Services Retirement planning retiremeasap.comSelf-published
- Services Retirement Readiness Review retiremeasap.comSelf-published
- Services Roth IRA conversions retiremeasap.comSelf-published
- Services Tax planning retiremeasap.comSelf-published
- Years in practice over 24 years retiremeasap.comSelf-published
Performance claims
Self-described · not endorsedSelf-promotion, kept with its source.
No performance claims are currently recorded.
04
Recurring across sources
Themed claims
Claims that recur across sources, clustered by theme — each with its sources and citation count.
·
At a glance
Key facts
The firm's core identity facts, drawn from the sourced ledger below.
- Main location
- san diego, caadvisor-registry.orgAggregatedriapulse.comAggregatedsmartadvisormatch.comAggregatedyelp.comAggregatedapp.getwarmer.comAggregatedsmartadvisormatch.comAggregated
- Years in practice
- over 24 years · over 25 years of experienceretiremeasap.comSelf-publishedyelp.comAggregated
- Registration
- SIMPLIFI, INC., License #154900, CA · SEC registered · registered to provide services in California and Texas · registered investment adviser (RIA)adviserinfo.sec.govIndependent editorialriapulse.comAggregatedsmartadvisormatch.comAggregatedapp.getwarmer.comAggregated
- Professional certifications
- CERTIFIED FINANCIAL PLANNER™ · CFPsmartadvisormatch.comAggregatedyelp.comAggregatedretiremeasap.comSelf-publishedretiremeasap.comSelf-published
- Services
- retirement planning · Roth IRA conversions · Financial Planning, Individual Portfolio Management · financial planning services, portfolio management for individuals and small businessesretiremeasap.comSelf-publishedretiremeasap.comSelf-publishedretiremeasap.comSelf-publishedlocal.yahoo.comAggregatedretiremeasap.comSelf-publishedretiremeasap.comSelf-publishedretiremeasap.comSelf-publishedriapulse.comAggregatedsmartadvisormatch.comAggregated
- Who they work with
- high-net-worth clients · pre-retirees · retirees · retail investors and high net worth investorssmartadvisormatch.comAggregatedretiremeasap.comSelf-publishedretiremeasap.comSelf-publishedsmartadvisormatch.comAggregated
- How they're paid
- fee-onlyretiremeasap.comSelf-published
05
Excerpts from public sources
In their words
Short excerpts from the sources behind this profile. The firm's own wording is marked.
Self-described · not endorsed The firm's own words are tinted and italicised.
SIMPLIFIED BUILDERS - Updated December 2025 - 32 Photos - 4444 El Cajon Blvd, San Diego, California - General Contractors - Phone Number - Yelp
Automation. Real-time alerts. Insights. Reports.
Simpli.fi is the leading Advertising Success Platform
Highly recommended to all firms - big or small!
We understand retirement planning can seem overwhelming at times, and we’re here to answer your questions about IRMAA, Medicare, IRA withdrawals or anything else regarding your retirement planning.
Simpli.fi Named Campaigns & Elections 2025 Reed Awards Finalist in the 'Best Political Service Team' Category for Second Year in a Row
Simplifi’s workforce management software strikes the perfect balance between being feature rich and easy to use.
5020 Northshore Drive, Suite 2, Little Rock, AR 72118
06
Every source, every date
Where every fact comes from
We read 85 mentions across the web and boiled them down to 60 confirmed facts — each with its source, date, and how we checked it.
› Where every fact comes from
| Fact | Value | Source | Source date | How we checked |
|---|---|---|---|---|
| Accolade | 2025 adexchanger awards finalist | morningstar.comIndependent editorial | Verified | |
| Accolade | campaigns & elections 2025 reed awards finalist in the 'best political service team' category | finance.yahoo.comIndependent editorial | Verified | |
| Accolade | finalist in the 2025 adexchanger awards | easternprogress.comIndependent editorial | Verified | |
| Category | Advertising Success Platform | linkedin.comSelf-published social | Verified | |
| Category | Credit union | mypointcu.comIndependent editorial | Verified | |
| Category | financial advisor | smartadvisormatch.comAggregated | Verified | |
| Category | financial advisors | retiremeasap.comSelf-published | Verified | |
| Category | Financial Consulting | local.yahoo.comAggregated | Verified | |
| Category | financial professional | advisor-registry.orgAggregated | Verified | |
| Category | Financial service | local.yahoo.comAggregated | From page metadata | |
| Category | General Contractors | yelp.comAggregated | Verified | |
| Category | payroll software | simplifi.workIndependent editorial | Verified | |
| Category | phone software | simplifi.ioIndependent editorial | Verified | |
| Category | timesheet software | simplifi.workIndependent editorial | Verified | |
| Category | UCaaS | simplifi.ioIndependent editorial | Verified | |
| Category | Unified Communication platform | support.simplifi.ioIndependent editorial | Verified | |
| Category | workforce management software | simplifi.workIndependent editorial | Verified | |
| Fiduciary status | fiduciary · 2 sources | retiremeasap.comSelf-publishedyelp.comAggregated | Verified | |
| Fiduciary status | yes | local.yahoo.comAggregated | Verified | |
| Founded by | don epperson | crunchbase.comAggregated | Verified | |
| Founded by | eric sigdestad | yelp.comAggregated | Verified | |
| Founded by | frost prioleau | crunchbase.comAggregated | Verified | |
| Founded by | paul harrison | crunchbase.comAggregated | Verified | |
| How they're paid | fee-only | retiremeasap.comSelf-published | Verified | |
| Known for | Automation, Real-time alerts, Insights, Reports | quicken.comIndependent editorial | Verified | |
| Main location | ca · 5 sources · 7 mentions | yelp.comAggregatedadvisor-registry.orgAggregatedyellowpages.comAggregatedlocal.yahoo.comAggregatedyelp.comAggregated | Verified | |
| Main location | little rock, ar | simplifimsp.comIndependent editorial | Verified | |
| Main location | san diego, ca · 6 sources | advisor-registry.orgAggregatedriapulse.comAggregatedsmartadvisormatch.comAggregatedyelp.comAggregatedapp.getwarmer.comAggregatedsmartadvisormatch.comAggregated | Verified | |
| Main location | tx | linkedin.comSelf-published social | Verified | |
| Main location | us · 4 sources · 6 mentions | linkedin.comSelf-published socialadvisor-registry.orgAggregatedyellowpages.comAggregatedyelp.comAggregated | Verified | |
| Professional certifications | CERTIFIED FINANCIAL PLANNER™ · 2 sources | smartadvisormatch.comAggregatedyelp.comAggregated | Verified | |
| Professional certifications | CFP · 2 sources | retiremeasap.comSelf-publishedretiremeasap.comSelf-published | Verified | |
| Recommended for | all firms - big or small | simplifi.ioIndependent editorial | Verified | |
| Recommended for | remote workers | simplifi.ioIndependent editorial | Verified | |
| Registration | registered in the states of Arizona, California, and Texas | smartadvisormatch.comAggregated | Verified | |
| Registration | registered investment adviser (RIA) | app.getwarmer.comAggregated | Verified | |
| Registration | registered investment advisor | yelp.comAggregated | Verified | |
| Registration | registered to provide services in California and Texas | smartadvisormatch.comAggregated | Verified | |
| Registration | SEC registered | riapulse.comAggregated | Verified | |
| Registration | SIMPLIFI, INC., License #154900, CA | adviserinfo.sec.govIndependent editorial | Not dated | Registry-verified |
| Services | estate planning | retiremeasap.comSelf-published | Verified | |
| Services | financial planning · 2 sources | retiremeasap.comSelf-publishedretiremeasap.comSelf-published | Verified | |
| Services | financial planning services and portfolio management | smartadvisormatch.comAggregated | Verified | |
| Services | financial planning services, portfolio management for individuals and small businesses | smartadvisormatch.comAggregated | Verified | |
| Services | Financial Planning, Individual Portfolio Management | riapulse.comAggregated | Verified | |
| Services | financial planning, retirement planning | retiremeasap.comSelf-published | Verified | |
| Services | income planning | retiremeasap.comSelf-published | Verified | |
| Services | investment management | retiremeasap.comSelf-published | Verified | |
| Services | retirement planning · 6 sources | retiremeasap.comSelf-publishedretiremeasap.comSelf-publishedretiremeasap.comSelf-publishedlocal.yahoo.comAggregatedretiremeasap.comSelf-publishedretiremeasap.comSelf-published | Verified | |
| Services | Retirement Readiness Review | retiremeasap.comSelf-published | Verified | |
| Services | retirement spending plan, manage your investment portfolio, consolidate and streamline financial accounts, and think through legacy and estate planning | yelp.comAggregated | Verified | |
| Services | Roth IRA conversions | retiremeasap.comSelf-published | Verified | |
| Services | tax planning | retiremeasap.comSelf-published | Verified | |
| Who they work with | high-net-worth clients | smartadvisormatch.comAggregated | Verified | |
| Who they work with | people who are approaching or already in retirement | yelp.comAggregated | Verified | |
| Who they work with | pre-retirees | retiremeasap.comSelf-published | Verified | |
| Who they work with | retail investors and high net worth investors | smartadvisormatch.comAggregated | Verified | |
| Who they work with | retirees | retiremeasap.comSelf-published | Verified | |
| Years in practice | over 24 years | retiremeasap.comSelf-published | Verified | |
| Years in practice | over 25 years of experience | yelp.comAggregated | Verified |
How we checked — what each label means·Verified matched its source·From page metadata read from the site's code·Registry-verified checked against an official registry
07
Registrations & qualifications
Credentials
Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.
Verified
1 · checked against a registryVerified
On record at adviserinfo.sec.gov
Self-asserted
1 · from the firm's own materials · unverifiedSelf-asserted · unverified
Source: retiremeasap.com
For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.
08
We publish the gaps too
What we do not know
Attributes we couldn't establish from the available sources.
- — Fiduciary statusOnly on a listing site Only on a listing site
- — How they're paidSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
- — Is RIANothing public to confirm this Nothing public to confirm this
- — Service delivery modelNothing public to confirm this Nothing public to confirm this
09
How this page was built
Every fact was extracted from a public source, then re-checked against that source before publishing.
Aggregated
Self-published
Independent editorial
Sources consulted
Profile · simplifi-b38a7945ef53483cb0e6bb7f241cd062
Category · Financial Advisors
Published by Authoria