Firm
J.E. Simmons & Co., P.C.
Dallas, Texas
Fee-only
J.E. Simmons & Co., P.C. at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 308 individual clients, 24 of them high net worth.
- Its average account is about $541,000 (assets it manages divided by its 394 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the Texas median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | jesimmons.com |
| [email protected] | |
| Phone | (972) 404-1040 |
J.E. Simmons & Co., P.C. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,200 a year |
|---|---|
| One-time plan | From $10,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$600 a month Ongoing planning fee, invoiced quarterly in arrears." source
"$10,000 Upfront onboarding and planning fee." source
"Assets under management 1% Of the assets we manage" source
"$600 a month Ongoing planning fee, invoiced quarterly in arrears." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $213 million |
| Individual clients | 284 |
| High-net-worth clients | 24 |
| Accounts managed | 394 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-54792) |
| Financial planning | Offered |
| Form ADV filed | June 17, 2026 |
| SEC record | CRD 108789 |