Eric Simms
Gradient Capital Advisors · San Diego, California
Eric Simms is a fee-only financial advisor at Gradient Capital Advisors in San Diego, California. Gradient Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Gradient Capital Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $742.2M across 1,548 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2575354 |
| Exams passed | Series 63 (1995) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.gradientcapital.com |
| Profile |
How Eric's firm compares
- Gradient Capital Advisors's average account is about $479,000, from its Form ADV (assets managed divided by 1,548 accounts).
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Questions about Eric
Is Eric Simms a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Gradient Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Gradient Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Simms based?
Eric Simms is based in San Diego, California.
Is Eric Simms registered with the SEC?
Yes. Eric Simms is registered as an investment adviser representative in CA (CRD 2575354), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gradient Capital Advisors manage?
Gradient Capital Advisors reports $742.2M across 1,548 accounts in assets under management.
How do I contact Eric Simms?
Through Eric's website, www.gradientcapital.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
- 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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