Ben Simiskey
Lakes Wealth Advisory, LLC · Katy, Texas
Ben Simiskey is a fee-only financial advisor at Lakes Wealth Advisory, LLC in Katy, Texas, who holds the CFP and CPA credentials. Lakes Wealth Advisory, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lakes Wealth Advisory, LLC |
|---|---|
| Based in | Katy, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $27.0M across 20 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in TX · CRD 5231027 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Ben's firm compares
- Lakes Wealth Advisory, LLC's average account is about $1.3 million, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Ben
Is Ben Simiskey a fee-only financial advisor?
Yes. Ben Simiskey is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ben's firm.
How does Ben charge for financial advice?
Ben's firm, Lakes Wealth Advisory, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ben Simiskey based?
Ben Simiskey is based in Katy, Texas.
What credentials does Ben Simiskey hold?
Ben Simiskey holds the CFP and CPA credentials.
Is Ben Simiskey registered with the SEC?
Yes. Ben Simiskey is registered as an investment adviser representative in TX (CRD 5231027), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lakes Wealth Advisory, LLC manage?
Lakes Wealth Advisory, LLC reports $27.0M across 20 accounts in assets under management.
How do I contact Ben Simiskey?
Contact details aren't on file yet. Search for Lakes Wealth Advisory, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Katy
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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.
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