Simansky Investments, LLC fees
Financial planner in Brookline, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2026, Simansky Investments, LLC (Brookline, MA) charges up to $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Massachusetts median of $300.
“Hourly planning: up to $250/hour…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2009 (17 years)
About Simansky Investments, LLC
“The Firm provides investment advisory and financial planning services to individuals and families through ongoing advisory relationships and project-based engagements. The Firm offers comprehensive financial planning services designed to address a client’s overall financial situation.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 10
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 29, 2026
- CRD number
- 124755 (opens in new tab)
- Phone
- (617) 469-9018
Other planners in Brookline that publish fees
- Stein Financial AdvisoryBrooklineHourly $250/hr
More planners in Massachusetts that publish fees
- Gardiner Financial, Inc.WellesleyHourly $200/hr, Monthly $75/mo
- Clearvue Advisors LLCMiltonHourly $350/hr, Flat $5,000-$10,000
- Canby Financial AdvisorsFraminghamHourly up to $500/hr, Flat up to $10,000
- Sage Wealth Advisors LLCMarionHourly $200/hr, Flat $2,500-$5,000
- Financial Solutions AssociatesDedhamHourly $300/hr
- Ebersole Financial LLCWellesley HillsAnnual $3,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.