Rodney Simms
Gradient Capital Advisors · San Diego, California
Rodney Simms is a fee-only financial advisor at Gradient Capital Advisors in San Diego, California, who holds the CFP and ChFC credentials. Gradient Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Gradient Capital Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $742.2M across 1,548 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CA · CRD 1854316 |
| Exams passed | Series 63 (1995) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.gradientcapital.com |
| Profile |
How Rodney's firm compares
- Gradient Capital Advisors's average account is about $479,000, from its Form ADV (assets managed divided by 1,548 accounts).
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Questions about Rodney
Is Rodney Simms a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rodney holds no broker registration, and Gradient Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rodney charge for financial advice?
Rodney's firm, Gradient Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rodney Simms based?
Rodney Simms is based in San Diego, California.
What credentials does Rodney Simms hold?
Rodney Simms holds the CFP and ChFC credentials.
Is Rodney Simms registered with the SEC?
Yes. Rodney Simms is registered as an investment adviser representative in CA (CRD 1854316), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gradient Capital Advisors manage?
Gradient Capital Advisors reports $742.2M across 1,548 accounts in assets under management.
How do I contact Rodney Simms?
Through Rodney's website, www.gradientcapital.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
- 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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