Paul Simons
PUREfi Wealth · Boston, Massachusetts
Paul Simons is a fee-only financial advisor at PUREfi Wealth in Boston, Massachusetts. Paul focuses on family wealth transfer. PUREfi Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
Facts
| Firm | PUREfi Wealth |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $326.4M across 98 accounts |
| SEC registration | Investment adviser representative in MA · CRD 1720329 |
| Exams passed | Series 63 (2017) · Series 65 (2023) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.purefiwealth.com |
How Paul's firm compares
- PUREfi Wealth's average account is about $3.3 million, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Paul
Is Paul Simons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and PUREfi Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, PUREfi Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Simons based?
Paul Simons is based in Boston, Massachusetts.
What does Paul specialize in?
Paul's specialties include family wealth transfer. Paul works with executives, founders and multi-generational families.
Is Paul Simons registered with the SEC?
Yes. Paul Simons is registered as an investment adviser representative in MA (CRD 1720329), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PUREfi Wealth manage?
PUREfi Wealth reports $326.4M across 98 accounts in assets under management.
How do I contact Paul Simons?
Through Paul's website, www.purefiwealth.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
- PUREfi Wealth 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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