Simone Vannoy
Vannoy Advisory Group · Austin, Texas
Simone Vannoy is a fee-only financial advisor at Vannoy Advisory Group in Austin, Texas. Simone charges a percentage of assets and an ongoing planning fee (0.85% a year on the first tier of assets managed and typically works with clients with $600,000 or more).
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Facts
| Firm | Vannoy Advisory Group |
|---|---|
| Based in | Austin, Texas |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 0.85% a year on the first tier of assets managed · Typically works with clients with $600,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $172.4M across 251 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 5630921 |
| Exams passed | Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.vannoyadvisorygroup.com |
How Simone's firm compares
- Vannoy Advisory Group's average account is about $687,000, from its Form ADV (assets managed divided by 251 accounts).
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Questions about Simone
Is Simone Vannoy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Simone holds no broker registration, and Vannoy Advisory Group 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 charges a percentage of assets and an ongoing planning fee.
How much does Simone charge?
According to Vannoy Advisory Group's website, checked October 30, 2026: 0.85% a year on the first tier of assets managed; typically works with clients with $600,000 or more.
Does Simone work with clients virtually?
Yes. Vannoy Advisory Group says on its website that it works with clients remotely.
Where is Simone Vannoy based?
Simone Vannoy is based in Austin, Texas.
Is Simone Vannoy registered with the SEC?
Yes. Simone Vannoy is registered as an investment adviser representative in TX and WA (CRD 5630921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vannoy Advisory Group manage?
Vannoy Advisory Group reports $172.4M across 251 accounts in assets under management.
How do I contact Simone Vannoy?
Through Simone's website, www.vannoyadvisorygroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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
- Vannoy Advisory Group 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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