Billygram Simonet
Simonet Financial Group · Kyle, Texas
Billygram Simonet is a fee-only financial advisor at Simonet Financial Group in Kyle, Texas, who holds the CFP credential. Billygram charges an ongoing planning fee and a one-time planning fee (ongoing planning from $4,500 a year) and focuses on small business owners, founders (pre-exit) and estate & legacy planning.
Request an introduction to Billygram →
Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Simonet Financial Group |
|---|---|
| Based in | Kyle, Texas |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $4,500 a year |
| Assets under management | $22.8M across 196 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5866307 |
| Exams passed | Series 63 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | simonetwealth.com |
| Profile |
Request an introduction to Billygram
Tell Billygram a little about what you're looking for. Billygram 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 Billygram
Is Billygram Simonet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Billygram holds no broker registration, and Simonet Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Billygram charge for financial advice?
Billygram charges an ongoing planning fee and a one-time planning fee.
How much does Billygram charge?
According to Simonet Financial Group's website, checked October 30, 2026: ongoing planning from $4,500 a year.
Where is Billygram Simonet based?
Billygram Simonet is based in Kyle, Texas.
What does Billygram specialize in?
Billygram's specialties include small business owners, founders (pre-exit), estate & legacy planning and retirement planning. Billygram works with founders and executives.
What credentials does Billygram Simonet hold?
Billygram Simonet holds the CFP credential.
Is Billygram Simonet registered with the SEC?
Yes. Billygram Simonet is registered as an investment adviser representative in TX (CRD 5866307), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simonet Financial Group manage?
Simonet Financial Group reports $22.8M across 196 accounts in assets under management.
How do I contact Billygram Simonet?
Through Billygram's website, simonetwealth.com.
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
- Simonet Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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.