Frequently Asked Questions.
Straight Answers. Zero Spin.
At SimpliFI, we believe trust starts with transparency. Whether you are wondering how our monthly fee works, who we serve, or what to expect from your personal attorney, this page is here to give you straight, honest answers. If you are asking the question, there is a good chance someone else already has too. And if you do not see what you are looking for, we are always just a call or message away.
01.
What makes SimpliFI different from traditional law and financial firms?
Most firms bill by the hour or take a management fee no matter what. We don’t. With SimpliFI, you pay one simple monthly retainer that gives you unlimited access to a dedicated attorney who understands your life, business, and finances. No hidden fees, no hourly surprises — just proactive counsel that works for you.
03.
What services do you provide?
We cover everything from estate planning, business contracts, and tax strategies to investments, real estate, and insurance protection. Think of us as your personal general counsel, bringing everything under one roof so you don’t have to juggle multiple advisors.
05.
What if I only need help with one specific issue?
That’s fine — we can work with you on individual matters. But most of our clients stay for the ongoing relationship, knowing that life and business don’t happen in neat, one-time transactions. The real value comes from having someone in your corner for the everyday and the unexpected.
07.
What if my needs are mostly personal, not business-related?
That’s exactly why we exist. Whether you’re planning your estate, buying property, or protecting your family, we handle the personal side with as much care as the business side. Many of our clients are families looking for clarity, peace of mind, and long-term protection.
09.
Who will I actually work with?
You’ll be paired with Kurt directly who serves as your personal counsel — not passed around from one attorney to another at a large firm. Behind the scenes, we have a strong team of professionals working alongside Mr. Bradburn to make sure you’re covered from every angle.
02.
We’re built for entrepreneurs, influencers, and families with $1–10M+ in net worth who want a smarter, more comprehensive way to manage legal, business, and financial decisions. If you’ve ever felt caught between a lawyer, CPA, and financial advisor — we’re the single solution.
04.
How does the monthly fee work?
Our model is simple: one flat monthly retainer gives you unlimited access to counsel. You’ll never be billed for every phone call, email, or meeting. And if you qualify for our investment platform, fees are performance-based — we only win when you do.
06.
Can you help with investments too?
Yes, it's one of our main areas of expertise. Through our integrated platform, we offer access to the Upside Investment Fund, L.P, a performance-based investment strategy with no management fees. It’s part of what makes SimpliFI unique: legal, business, and financial guidance in one place.
08.
How do I know if SimpliFI is a fit for me?
If you’re managing meaningful wealth and want clarity, protection, and proactive guidance without the hourly billing games, SimpliFI is built for you. We’ll start with a consultation to learn your goals and see if our model makes sense for your situation.
10.
What’s the best first step?
Schedule a free chat with SimpliFI. We’ll walk through your goals, your current setup, and where you feel you have gaps. From there, we’ll build a plan that brings everything together under one roof — simplified.