# Kyle Simmons

> Kyle Simmons is a fee-only financial advisor at J.E. Simmons & Co., P.C. in Dallas, Texas, who holds the CFP credential. Kyle charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $7,200 a year and one-time plans from $10,000) and focuses on small business owners, tax planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/kyle-simmons-8414/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** J.E. Simmons & Co., P.C.
- **Based in:** Dallas, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $7,200 a year; one-time plans from $10,000; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $213.1M across 394 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Tax planning, Founders (pre-exit)
- **Works with:** Founders, High earners, Retirees
- **CRD:** 7007367 (https://adviserinfo.sec.gov/individual/summary/7007367)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://jesimmons.com

## Frequently asked questions

### Is Kyle Simmons a fee-only financial advisor?

Yes. Kyle Simmons is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kyle's firm.

### How does Kyle charge for financial advice?

Kyle charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Kyle charge?

According to J.E. Simmons & Co., P.C.'s website, checked October 28, 2026: ongoing planning from $7,200 a year; one-time plans from $10,000; 1% a year on the first tier of assets managed.

### Does Kyle work with clients virtually?

Yes. J.E. Simmons & Co., P.C. says on its website that it works with clients remotely.

### Where is Kyle Simmons based?

Kyle Simmons is based in Dallas, Texas.

### What does Kyle specialize in?

Kyle's specialties include small business owners, tax planning and founders (pre-exit). Kyle works with founders, high earners and retirees.

### What credentials does Kyle Simmons hold?

Kyle Simmons holds the CFP credential.

### Is Kyle Simmons registered with the SEC?

Yes. Kyle Simmons is registered as an investment adviser representative in TX (CRD 7007367), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does J.E. Simmons & Co., P.C. manage?

J.E. Simmons & Co., P.C. reports $213.1M across 394 accounts in assets under management.

### How do I contact Kyle Simmons?

Through Kyle's website, jesimmons.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4439): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.jesimmons.com/): specialties, clients served, and fees, checked October 28, 2026

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