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
About
Simonet Financial Group LLC is a small registered investment adviser that provides portfolio management and financial planning to individuals, high‑net‑worth clients, and employer‑sponsored retirement plans. Its services include discretionary asset management, comprehensive planning packages, bookkeeping, and retirement‑plan advisory and consulting.
The firm applies fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, prepares Investment Policy Statements for clients, and conducts quarterly and event‑driven reviews to monitor and rebalance allocations. For implementation it frequently uses third‑party money managers and custodians and typically manages client accounts on a discretionary basis.
Compared with many peers of similar size, Simonet stands out for offering both non‑discretionary 3(21) and discretionary 3(38) ERISA fiduciary services and for managing plan‑level and participant‑level retirement plan solutions. The firm also makes the Flourish Cash online cash‑management program available to clients (receiving an administrative fee for that program), provides bookkeeping, and maintains formal relationships with outside managers—services that are less common among small RIAs.
Client services
Expertise
Occupation focus
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
Main office location
Simonet Financial Group, LLC
1300 Dacy Lane, Ste# 230
Kyle TX 78640, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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