Anne Simpson
Kenwyck Capital, LLC · Marietta, Georgia
Anne Simpson is a fee-only financial advisor at Kenwyck Capital, LLC in Marietta, Georgia, who holds the CFP and AAMS credentials. Anne charges hourly fees, an ongoing planning fee, a percentage of assets and a flat fee or retainer (ongoing planning from $6,000 a year and one-time plans from $150).
Request an introduction to Anne →
Facts
| Firm | Kenwyck Capital, LLC |
|---|---|
| Based in | Marietta, Georgia |
| Fee model | Hourly · Ongoing planning fee · Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $6,000 a year · One-time plans from $150 · $300 an hour · 0.9% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $6.8M across 24 accounts |
| Credentials | CFP · AAMS |
| SEC registration | Investment adviser representative in GA · CRD 5273267 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kenwyckcapital.com |
| Profile |
How Anne's firm compares
- Ongoing planning starts at $6,000 a year, above the Georgia median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $150, below the Georgia median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
- Kenwyck Capital, LLC's average account is about $282,000, from its Form ADV (assets managed divided by 24 accounts).
Request an introduction to Anne
Tell Anne a little about what you're looking for. Anne 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 Anne
Is Anne Simpson a fee-only financial advisor?
Yes. Anne Simpson is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Anne's firm.
How does Anne charge for financial advice?
Anne charges hourly fees, an ongoing planning fee, a percentage of assets and a flat fee or retainer.
How much does Anne charge?
According to Kenwyck Capital, LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $150; $300 an hour; 0.9% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Anne Simpson based?
Anne Simpson is based in Marietta, Georgia.
What credentials does Anne Simpson hold?
Anne Simpson holds the CFP and AAMS credentials.
Is Anne Simpson registered with the SEC?
Yes. Anne Simpson is registered as an investment adviser representative in GA (CRD 5273267), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Kenwyck Capital, LLC manage?
Kenwyck Capital, LLC reports $6.8M across 24 accounts in assets under management.
How do I contact Anne Simpson?
Through Anne's website, kenwyckcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Kenwyck Capital, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.