# Daniel Simonds

> Daniel Simonds is a fee-only financial advisor at Contrary Investment Advisors in Bloomfield, New Jersey, who holds the CFP credential. Contrary Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-simonds/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Contrary Investment Advisors
- **Based in:** Bloomfield, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $104.0M across 171 accounts
- **Credentials:** CFP
- **CRD:** 2688639 (https://adviserinfo.sec.gov/individual/summary/2688639)
- **SEC registration:** Investment adviser representative in DC, FL, MD, NC, NJ, TX, VA
- **Exams passed:** Series 63 (1995), Series 65 (1997)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Daniel Simonds a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Contrary Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Contrary Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Simonds based?

Daniel Simonds is based in Bloomfield, New Jersey.

### What credentials does Daniel Simonds hold?

Daniel Simonds holds the CFP credential.

### Is Daniel Simonds registered with the SEC?

Yes. Daniel Simonds is registered as an investment adviser representative in DC, FL, MD, NC, NJ, TX and VA (CRD 2688639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Contrary Investment Advisors manage?

Contrary Investment Advisors reports $104.0M across 171 accounts in assets under management.

### How do I contact Daniel Simonds?

Contact details aren't on file yet. Search for Contrary Investment Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2688639): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.