# Jacob Simons

> Jacob Simons is a fee-only financial advisor at The Rice Partnership in Honolulu, Hawaii, who holds the CFP credential. Jacob focuses on family wealth transfer. The Rice Partnership reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-simons/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Rice Partnership
- **Based in:** Honolulu, Hawaii
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $985.5M across 1,240 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer
- **Works with:** Retirees
- **CRD:** 8002533 (https://adviserinfo.sec.gov/individual/summary/8002533)
- **SEC registration:** Investment adviser representative in HI
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.thericepartnership.com

## Frequently asked questions

### Is Jacob Simons a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and The Rice Partnership reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jacob charge for financial advice?

Jacob's firm, The Rice Partnership, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jacob Simons based?

Jacob Simons is based in Honolulu, Hawaii.

### What does Jacob specialize in?

Jacob's specialties include family wealth transfer. Jacob works with retirees.

### What credentials does Jacob Simons hold?

Jacob Simons holds the CFP credential.

### Is Jacob Simons registered with the SEC?

Yes. Jacob Simons is registered as an investment adviser representative in HI (CRD 8002533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Rice Partnership manage?

The Rice Partnership reports $985.5M across 1,240 accounts in assets under management.

### How do I contact Jacob Simons?

Through Jacob's website, www.thericepartnership.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8002533): 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
- The firm's website (https://thericepartnership.com/): specialties, clients served, and fees, checked October 30, 2026

---

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