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
CFP®, Series 63
Industry experience
14 years
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
Simonet Financial Group LLC
2016 - Present (10 years)
Serco North America
2014 - Present (12 years)
Cetera Investment Advisors LLC
2014 - Present (12 years)
Cetera Financial Specialists
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Kyle, TX
Barton Financial Group LLC
Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.
Series 66
Lockhart, TX
Edward Jones
Series 66
Austin, TX
Edward Jones
Series 63, Series 66
Austin, TX
Edward Jones
Series 66
Buda, TX
Fidelity
Tristen Nevadomski is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with individuals and families to develop personalized financial plans aimed at achieving their financial goals by providing security, clarity, and confidence. Prior to this, Tristen worked as a Relationship Manager at Fidelity Investments from 2023 to 2025. Tristen holds a California Insurance License, which supports his professional activities within the financial planning and advisory services he provides.
CFP®, Series 63
Wimberley, TX
Edward Jones
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