Robert Simpton
Advisor at Redfish Capital
Updated today
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
Redfish Capital
Location
Cypress, TX 77433
Credentials
CFP®, Series 66
Industry experience
23 years
About
Robert Simpton is a CFP® professional with 23 years of industry experience, currently serving at Redfish Capital. His prior roles include positions at SCF Securities, SCF Investment Advisors, and WFG Advisors, alongside operating as a sole proprietor for over two decades. In addition to his advisory work, he acts as a notary public in Cypress, TX. Redfish Capital provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical methods and manages accounts with full discretionary authority, often incorporating sub-advisors and offering ERISA 3(21) fiduciary support.
Client services
Based on Redfish Capital
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Redfish Capital
General retirement planning
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Fee options
One-time financial planning flat fee between $250 and $5,000; ongoing financial planning flat fee up to $3,000 per month.
$0 - $50,000: 2.00% annually $50,001 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.35% annually
Financial planning hourly fee up to $500 per hour.
Ongoing financial planning services charged fixed fee up to $3,000 per month billed monthly in advance.
Fee-only: Asset management fees billed monthly in advance based on assets under management; fees are negotiable.
Location
17302 House & Hahl Road Suite 215
Cypress, TX 77433
Most active in
Robert S has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Work history
Redfish Capital Management LLC
2023 - Present (3 years)
Redfish Insurance Services LLC
2022 - Present (4 years)
Scf Securities, Inc
2017 - 2023 (6 years)
SCF Investment Advisors, INC.
2017 - 2023 (6 years)
WFG Advisors, LP
2015 - 2017 (2 years)
WFG Investments, Inc.
2015 - 2017 (2 years)
Robert Simpton, Sole Proprietor
2010 - Present (16 years)
Robert Simpton, Sole Proprietor
2002 - 2022 (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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.
Benjamin S
CFP®, Series 66
Katy, TX
Lakes Wealth Advisory, LLC
Jose M
CFA®
Katy, TX
Open Wealth Management LLC
James B
Series 65
Katy, TX
Dark Horse LLC
Shaun T
Series 63, Series 66
Tomball, TX
Taylor Williams Private Wealth Management LLC
Eli M
Series 65
Cypress, TX
Asset Lift Wealth Management, LLC
David C
Series 65
Cypress, TX
Crews Capital Management, LP
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")