Simon Hobbs
Simon Hobbs is a registered investment advisor at California Financial Partners, INC., based in Palm Springs, CA, with 7 years of industry experience. Simon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and consulting services are billed at an hourly rate of $75 to $250, or a fixed fee ranging from $1,500 to $9,500, depending on the complexity of the services.
Location
Palm Springs, CA
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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 →Other Business Activities
Simon has a business entity for tax/investment purposes called Silver Ring Productions LLC since 2017. He also provides financial planning and consulting services through California Financial Partners, an independent investment advisor firm, dedicating a few hours per week to this activity.
Employment History
Current Registrations
California Financial Partners, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
California Financial Partners
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.