Simplicifi, LLC

Overview

Simplicifi, LLC is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and tilts its portfolios toward publicly traded equities and exchange-traded instruments. Its business model emphasizes direct portfolio management, with a mix of discretionary mandates and accounts where clients retain decision authority. Simplicifi does not position itself as a multi-state adviser, an ESG specialist, a pension consultant, or a capital allocator to third‑party alternative managers. Given the client base and asset scale, the firm operates as a boutique advisor delivering tailored, hands-on service. The filing data indicate a clear preference for liquid, exchange-traded exposure—likely chosen for cost efficiency, transparency and ease of rebalancing for smaller account sizes.

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Location & Offices