Kyle Simmons
Simmons Investment Management · Louisville, Colorado
Kyle Simmons is a fee-only financial advisor at Simmons Investment Management in Louisville, Colorado, who holds the CFP and CRPC credentials. Kyle charges a one-time planning fee (one-time plans from $5,000) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- High earners
Facts
| Firm | Simmons Investment Management |
|---|---|
| Based in | Louisville, Colorado |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $21.0M across 42 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in CO, TX · CRD 7006382 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | simmonsinvest.com |
| Profile |
How Kyle's firm compares
- A one-time plan starts at $5,000, above the Colorado median of $2,500 for fee-only firms that publish prices.
- Simmons Investment Management's average account is about $499,000, from its Form ADV (assets managed divided by 42 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 one-time planning fee.
How much does Kyle charge?
According to Simmons Investment Management's website, checked October 28, 2026: one-time plans from $5,000.
Does Kyle work with clients virtually?
Yes. Simmons Investment Management says on its website that it works with clients remotely.
Where is Kyle Simmons based?
Kyle Simmons is based in Louisville, Colorado.
What does Kyle specialize in?
Kyle's specialties include retirement planning, tax planning and estate & legacy planning. Kyle works with pre-retirees and high earners.
What credentials does Kyle Simmons hold?
Kyle Simmons holds the CFP and CRPC credentials.
Is Kyle Simmons registered with the SEC?
Yes. Kyle Simmons is registered as an investment adviser representative in CO and TX (CRD 7006382), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Simmons Investment Management manage?
Simmons Investment Management reports $21.0M across 42 accounts in assets under management.
How do I contact Kyle Simmons?
Through Kyle's website, simmonsinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Simmons Investment Management 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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