Justin Simmons
Beck Capital Management · Austin, Texas
Justin Simmons is a fee-only financial advisor at Beck Capital Management in Austin, Texas. Justin focuses on estate & legacy planning and retirement planning. Beck Capital Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Justin →
Specialties
Facts
| Firm | Beck Capital Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $562.4M across 1,110 accounts |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 5274372 |
| Exams passed | Series 66 (2007) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | beckcapitalmanagement.com |
How Justin's firm compares
- Beck Capital Management's average account is about $507,000, from its Form ADV (assets managed divided by 1,110 accounts).
Request an introduction to Justin
Tell Justin a little about what you're looking for. Justin 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 Justin
Is Justin Simmons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Beck Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Beck Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Justin Simmons based?
Justin Simmons is based in Austin, Texas.
What does Justin specialize in?
Justin's specialties include estate & legacy planning and retirement planning.
Is Justin Simmons registered with the SEC?
Yes. Justin Simmons is registered as an investment adviser representative in CA, FL and TX (CRD 5274372), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beck Capital Management manage?
Beck Capital Management reports $562.4M across 1,110 accounts in assets under management.
How do I contact Justin Simmons?
Through Justin's website, beckcapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on estate & legacy planning
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
- Beck Capital Management 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.