Firm
Simonet Financial Group
Kyle, Texas
Fee-only
Facts
| Based in | Kyle, Texas |
|---|---|
| Website | simonetwealth.com |
| Phone | (512) 296-8962 |
Simonet Financial Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,500 a year |
|---|---|
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Ongoing: $4,500" 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 | $23 million |
| Individual clients | 82 |
| Financial planning | Offered |
| Form ADV filed | April 8, 2026 |
| SEC record | CRD 283561 |