Katherine Simmonds
Conquis Financial · Millbrae, California
Katherine Simmonds is a fee-only financial advisor at Conquis Financial in Millbrae, California, who holds the CFP credential. Katherine focuses on retirement planning and family wealth transfer. Conquis Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Conquis Financial |
|---|---|
| Based in | Millbrae, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $280.0M across 234 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2120022 |
| Exams passed | Series 63 (1991) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | conquis.com |
| Profile |
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Questions about Katherine
Is Katherine Simmonds a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Conquis Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine's firm, Conquis Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Katherine Simmonds based?
Katherine Simmonds is based in Millbrae, California.
What does Katherine specialize in?
Katherine's specialties include retirement planning and family wealth transfer. Katherine works with high earners and multi-generational families.
What credentials does Katherine Simmonds hold?
Katherine Simmonds holds the CFP credential.
Is Katherine Simmonds registered with the SEC?
Yes. Katherine Simmonds is registered as an investment adviser representative in CA (CRD 2120022), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Conquis Financial manage?
Conquis Financial reports $280.0M across 234 accounts in assets under management.
How do I contact Katherine Simmonds?
Through Katherine's website, conquis.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
- Conquis Financial 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.
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