Alan Simpson
Simpson Investment Counsel · Lexington, Massachusetts
Alan Simpson is a fee-only financial advisor at Simpson Investment Counsel in Lexington, Massachusetts, who holds the CFA credential. Simpson Investment Counsel reports charging a percentage of assets on its Form ADV.
Request an introduction to Alan →
Facts
| Firm | Simpson Investment Counsel |
|---|---|
| Based in | Lexington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $17.6M across 13 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 2567783 |
| Exams passed | Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Alan's firm compares
- Simpson Investment Counsel's average account is about $1.4 million, from its Form ADV (assets managed divided by 13 accounts).
Request an introduction to Alan
Tell Alan a little about what you're looking for. Alan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alan
Is Alan Simpson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Simpson Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Simpson Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.
Where is Alan Simpson based?
Alan Simpson is based in Lexington, Massachusetts.
What credentials does Alan Simpson hold?
Alan Simpson holds the CFA credential.
Is Alan Simpson registered with the SEC?
Yes. Alan Simpson is registered as an investment adviser representative in MA (CRD 2567783), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simpson Investment Counsel manage?
Simpson Investment Counsel reports $17.6M across 13 accounts in assets under management.
How do I contact Alan Simpson?
Contact details aren't on file yet. Search for Simpson Investment Counsel.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.