Simmons & Associates, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“The hourly billing rates 5 may vary between $150.00 and $250.00 per hour.”

Quarterly fee

$500/qtr

“The investment advisory por on of the retainer fee generally does not exceed $500.00 quarterly unless specifically provided.”

Annual fee

$10,000/yr

“Retainers range from a low of $1,500.00 per 4 year to $10,000.00 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Simmons & Associates, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Generally, a por on of the fee is due in advance with the balance billed on a quarterly basis or on a percent of comple on of the project basis.”
• “If the client has made an advanced payment, Simmons and Associates, LLC will refund the unused por on of the payment.”

How Simmons & Associates, LLC’s fees compare

• Its hourly rate of $150-$250 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 7 other planners in Broomfield that publish an hourly rate charge less.
• Its annual fee of $10,000 is above the Colorado median of $7,750. 58% of the 57 other Colorado planners that publish an annual fee charge less.
• 2 of the 3 other planners in Broomfield that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Simmons & Associates, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2004 (22 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

9

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

129188

Phone

(720) 938-5928

Other planners in Broomfield that publish fees

• Cayden Wealth ManagementBroomfield$350/hr, $500⁠-⁠$15,000
• Cohesion Wealth Management, LLCBroomfield$400/hr, $20,000
• Cultivate Wealth PartnersBroomfield$2,000⁠-⁠$20,000
• James Morgan Asset Management, LLCBroomfield$175/hr, $1,500⁠-⁠$3,500
• Lybis InvestingBroomfield$100⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Millennial Wealth Management, LLCBroomfield$300/hr, $600

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