Wendy Simmons
Dahring | Cusmano and Associates · Novi, Michigan
Wendy Simmons is a fee-only financial advisor at Dahring | Cusmano and Associates in Novi, Michigan. Dahring | Cusmano and Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Dahring | Cusmano and Associates |
|---|---|
| Based in | Novi, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $781.4M across 2,051 accounts |
| SEC registration | Investment adviser representative in MI · CRD 5041493 |
| Exams passed | Series 63 (2006) · Series 65 (2008) · Series 66 (2016) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.dca401k.com |
| Profile |
How Wendy's firm compares
- Dahring | Cusmano and Associates's average account is about $381,000, from its Form ADV (assets managed divided by 2,051 accounts).
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Questions about Wendy
Is Wendy Simmons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wendy holds no broker registration, and Dahring | Cusmano and Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wendy charge for financial advice?
Wendy's firm, Dahring | Cusmano and Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wendy Simmons based?
Wendy Simmons is based in Novi, Michigan.
Is Wendy Simmons registered with the SEC?
Yes. Wendy Simmons is registered as an investment adviser representative in MI (CRD 5041493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dahring | Cusmano and Associates manage?
Dahring | Cusmano and Associates reports $781.4M across 2,051 accounts in assets under management.
How do I contact Wendy Simmons?
Through Wendy's website, www.dca401k.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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