# Simon Kasbari

> Simon Kasbari is a fee-only financial advisor at Noesis Capital Management in Boca Raton, Florida. Simon focuses on cross-border (US / Canada), family wealth transfer and estate & legacy planning. Noesis Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/simon-kasbari/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Noesis Capital Management
- **Based in:** Boca Raton, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Languages:** Spanish
- **Assets under management (firm):** $876.9M across 851 accounts
- **Specialties:** Cross-border (US / Canada), Family wealth transfer, Estate & legacy planning
- **Works with:** Cross-border families, Multi-generational families, Mid-life transitions
- **CRD:** 7150417 (https://adviserinfo.sec.gov/individual/summary/7150417)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2023)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.noesis-capital.com

## Frequently asked questions

### Is Simon Kasbari a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Simon holds no broker registration, and Noesis Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Simon charge for financial advice?

Simon's firm, Noesis Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### What languages does Simon work in?

Besides English, Noesis Capital Management offers service in Spanish, according to its website.

### Where is Simon Kasbari based?

Simon Kasbari is based in Boca Raton, Florida.

### What does Simon specialize in?

Simon's specialties include cross-border (US / Canada), family wealth transfer and estate & legacy planning. Simon works with cross-border families, multi-generational families and mid-life transitions.

### Is Simon Kasbari registered with the SEC?

Yes. Simon Kasbari is registered as an investment adviser representative in FL (CRD 7150417), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Noesis Capital Management manage?

Noesis Capital Management reports $876.9M across 851 accounts in assets under management.

### How do I contact Simon Kasbari?

Through Simon's website, www.noesis-capital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7150417): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.noesis-capital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.