Kyle Simmons
J.E. Simmons & Co., P.C. · Dallas, Texas
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).
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Specialties
Who they serve
- Founders
- High earners
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $213.1M across 394 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7007367 |
| Exams passed | Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | jesimmons.com |
| Profile |
How Kyle's firm compares
- Ongoing planning starts at $7,200 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $10,000, above the Texas median of $1,575 for fee-only firms that publish prices.
- J.E. Simmons & Co., P.C.'s average account is about $541,000, from its Form ADV (assets managed divided by 394 accounts).
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Questions about Kyle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on small business owners
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- J.E. Simmons & Co., P.C. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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