Firm
Simmons & Associates
Broomfield, Colorado
Fee-only
Simmons & Associates at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 9 individual clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Broomfield, Colorado |
|---|---|
| Phone | (720) 938-5928 |
Simmons & Associates fees
Simmons & Associates 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 9 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 129188 |