Russell Maltes is a CFP-designated registered investment advisor at Simplifiedfp, based in Clovis, CA, with 25 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1000K | 0.90% |
| $1M+ | 0.80% |
Total fees will not exceed 3% of the value of assets under management. Fees are negotiable and some fees may vary by Client for similar services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
755 North Peach Avenue Suite I7, Clovis, CA, 93611
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2003Denied
Employment History
Current Registrations
Simplifiedfp
October 2025 - Present · 6 mos
Previous Registrations
Regency Investment Advisors INC
December 2019 - November 2025 · 5 yrs 11 mos
Transamerica Retirement Advisors, LLC
November 2015 - December 2019 · 4 yrs 1 mo
Transamerica Investors Securities CorporationBroker
January 2004 - December 2019 · 15 yrs 11 mos
Charles Schwab & CO., INC.Broker
May 2003 - December 2003 · 7 mos
Charles Schwab & CO., INC.
May 2003 - December 2003 · 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 2001 - March 2003 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2000 - March 2003 · 2 yrs 3 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.