Scott Simons is a CFP-designated registered investment advisor at Ridgeline Wealth Planning LLC, based in Centerville, OH, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 394 clients with $200M 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 negotiable. RWP may direct clients to sub-adviser investment advisers. RWP will receive its standard fee on top of the fee paid to the sub-adviser adviser. The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency. Sub-Adviser’s Fee is 0.20%.
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
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