Simaris Financial fees and pricing
Financial planner in Austin, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, Simaris Financial charges $300 an hour, a flat or project fee of $3,600, and an annual fee of $3,600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“In the event of early termination, the client will be billed for the hours worked at a rate of $300 per hour, and the client will be refunded the difference.”
- Flat or project fee
- $3,600
“Firm Brochure simaris.co item 5 fees + compensation Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $3600 and an ongoing annual fee of $3600 that is paid monthly, in advance.”
- Annual fee
- $3,600/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Simaris Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual advisory fees are pro-rated and paid quarterly in arrears based on the value of the Client’s managed accounts on the last day of the quarter.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
How Simaris Financial’s fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- 26 of the 57 other planners in Austin that publish an hourly rate charge less.
- Its flat or project fee of $3,600 is below the Texas median of $3,850. 48% of the 401 other Texas planners that publish a flat or project fee charge less.
- 18 of the 48 other planners in Austin that publish a flat or project fee charge less.
- Its annual fee of $3,600 is below the Texas median of $6,000. 31% of the 106 other Texas planners that publish an annual fee charge less.
- 3 of the 22 other planners in Austin that publish an annual fee charge less.
About Simaris Financial
“Once we review and analyze the information you provide to our firm and the data derived from our financial planning software, we will deliver a written plan to you, designed to help you achieve your stated financial goals and objectives.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.6% a year
- Clients
- 17
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $14,359,078
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300386
- Phone
- (512) 298-2085
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.