Simmons Investment Management
Louisville, Colorado
Simmons Investment Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 13 of them high net worth.
- Its average account is about $499,000 (assets it manages divided by its 42 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Louisville, Colorado |
|---|---|
| Website | simmonsinvest.com |
| [email protected] | |
| Phone | (720) 432-1743 |
Questions about Simmons Investment Management
How much does Simmons Investment Management charge?
Simmons Investment Management publishes these prices: one-time plan: from $5,000. We found this on its website, checked October 28, 2026.
How is Simmons Investment Management paid?
Simmons Investment Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Simmons Investment Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Simmons Investment Management.
What is the average account at Simmons Investment Management?
Simmons Investment Management's average account is about $499,000. That's the assets on its Form ADV divided by its 42 accounts.
What does Simmons Investment Management specialize in?
Simmons Investment Management's advisors and website list retirement planning, tax planning and estate & legacy planning.
Is Simmons Investment Management accepting new clients?
Yes, according to Simmons Investment Management's website, checked October 28, 2026.
Does Simmons Investment Management work with clients virtually?
Yes. Simmons Investment Management's website says it works with clients virtually.
Simmons Investment Management 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.
| One-time plan | From $5,000 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"FINANCIAL PLAN DEVELOPMENT $5,000" source
"we also offer project-based financial plan ning services" 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 | $21 million |
| Individual clients | 8 |
| High-net-worth clients | 13 |
| Accounts managed | 42 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 8, 2026 |
| SEC record | CRD 314723 |