Simone Liu
AIRE Advisors · Beverly Hills, California
Simone Liu is a fee-only financial advisor at AIRE Advisors in Beverly Hills, California. Simone focuses on founders (pre-exit), retirement planning and estate & legacy planning. AIRE Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | AIRE Advisors |
|---|---|
| Based in | Beverly Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $1.01B across 1,163 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4953292 |
| Exams passed | Series 66 (2006) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.aireadvisors.com |
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Questions about Simone
Is Simone Liu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Simone holds no broker registration, and AIRE Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Simone charge for financial advice?
Simone's firm, AIRE Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Simone Liu based?
Simone Liu is based in Beverly Hills, California.
What does Simone specialize in?
Simone's specialties include founders (pre-exit), retirement planning, estate & legacy planning, tax planning and cross-border (US / Canada). Simone works with founders, executives, ultra high net worth and multi-generational families.
Is Simone Liu registered with the SEC?
Yes. Simone Liu is registered as an investment adviser representative in CA (CRD 4953292), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AIRE Advisors manage?
AIRE Advisors reports $1.01B across 1,163 accounts in assets under management.
How do I contact Simone Liu?
Through Simone's website, www.aireadvisors.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
- AIRE Advisors 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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