Scott Simons is a CFP-designated registered investment advisor at Ridgeline Wealth Planning LLC, based in Centerville, OH, with 21 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 443 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.80% |
| $7M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Location
1700 Lyons Road, Suite B, Centerville, OH, 45458
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ridgeline Wealth Planning LLC
Previous Registrations
Broker Dealer Financial Services CORP.Broker
Fintegra, LLCBroker
Financial Counseling, INC.
Questar Capital CorporationBroker
Fifth Third Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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