Firm
Simmons Asset Management
Baton Rouge, Louisiana
Fee-only
Simmons Asset Management at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 59 individual clients.
- Its average account is about $441,000 (assets it manages divided by its 59 accounts).
Facts
| Based in | Baton Rouge, Louisiana |
|---|---|
| Website | simmonsstrategy.com |
| [email protected] | |
| Phone | (225) 612-2442 |
Simmons Asset Management fees
Simmons Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $26 million |
| Individual clients | 59 |
| Accounts managed | 59 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 155258 |