Daniel Simonds
Contrary Investment Advisors · Bloomfield, New Jersey
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.
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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 | $104.0M across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, FL, MD, NC, NJ, TX, VA · CRD 2688639 |
| Exams passed | Series 63 (1995) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Daniel's firm compares
- Contrary Investment Advisors's average account is about $608,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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.
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