Max Diefenthaler
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.
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
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
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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