Scott Simons
Ridgeline Wealth Planning · Centerville, Ohio
Scott Simons is a fee-only financial advisor at Ridgeline Wealth Planning in Centerville, Ohio, who holds the CFP credential. Ridgeline Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ridgeline Wealth Planning |
|---|---|
| Based in | Centerville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $259.6M across 1,452 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4969653 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | ridgelinewealthplanning.com |
| Profile |
How Scott's firm compares
- Ridgeline Wealth Planning's average account is about $179,000, from its Form ADV (assets managed divided by 1,452 accounts).
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Questions about Scott
Is Scott Simons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Ridgeline Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Ridgeline Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Simons based?
Scott Simons is based in Centerville, Ohio.
What credentials does Scott Simons hold?
Scott Simons holds the CFP credential.
Is Scott Simons registered with the SEC?
Yes. Scott Simons is registered as an investment adviser representative in OH and TX (CRD 4969653), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ridgeline Wealth Planning manage?
Ridgeline Wealth Planning reports $259.6M across 1,452 accounts in assets under management.
How do I contact Scott Simons?
Through Scott's website, ridgelinewealthplanning.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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