Simmons and Associates, led by Richard B. Simmons, offers financial advice on a fee-only basis. Services include tax planning and preparation, financial and retirement planning, education planning, portfolio analysis, asset allocation, insurance analysis, goal setting, budgeting, small business planning, employee benefits analysis, and estate planning. These services can be offered individually or bundled to meet client needs. Simmons and Associates does not manage client assets.
Assets Under ManagementN/A
Clients9
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services are offered on a fixed quote or retainer basis.
- New client retainers range from $1,500 to $10,000 per year, adjusted for complexity and time.
- Starter and limited retainers are available for less complex situations, starting as low as $995 per year.
- Renewal fees for all retainers are approximately 50% to 100% of the first year’s fees.
- Projects may be quoted on an hourly basis, with rates varying between $150 and $350 per hour.
Annual Retainer:$1,500 - $10,000/year
One-Time Plan:$995 - $10,000
Hourly Rate:$150 - $350/hr
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