Advisor at Simonet Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Simonet Financial Group, LLC
Location
Kyle, TX 78640
Credentials
Series 65
Industry experience
1 year
Max Diefenthaler is a financial advisor at Simonet Financial Group, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Giron Consulting LLC and Goodwin Management, among others. Simonet Financial Group LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers both discretionary and non-discretionary ERISA fiduciary services, as well as bookkeeping and retirement-plan advisory.
Based on Simonet Financial Group, LLC
Based on Simonet Financial Group, LLC
Based on Simonet Financial Group, LLC
Fixed fees for financial planning packages and specific services, e.g., Planning Works Standard $5,500-$7,500 first year, ongoing $4,500; Planning Works Premium $7,500-$15,500 first year, ongoing $6,500-$10,000; A La Carte services from $2,500 to $25,000
$0 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.60% $10,000,001+: 1.35%
$450 per hour billed in 15-minute increments for ad-hoc financial planning and consultation
Minimum fee: $500 minimum fee for individual accounts; $1,500 minimum fee for corporate accounts; fees may be negotiable Fee-only: Financial planning fees range from $1,500 to $50,000, negotiable; hourly rate $450 per hour billed in 15-minute increments; various fixed fees for specific services ranging from $2,500 to $25,000
1300 Dacy Lane, Ste# 230
Kyle, TX 78640
Texas
Simonet Financial Group
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Giron Consulting LLC
2023 - 2023 (1 year)
Unemployed
2022 - 2023 (1 year)
Goodwin Management
2019 - 2022 (3 years)
Transwestern Commercial Real Estate
2017 - 2019 (2 years)
LUSA Holdings LLC
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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