Simonet Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,654,743
Total clients
70
4% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
35
Average account size
$266,496
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Simonet Financial Group, LLC
1300 Dacy Lane, Ste# 230
Kyle TX 78640, United States
Number of offices
1
Forms ADV
Quick links
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