PlannerFees

Simmons Capital Group fees and pricing

Financial planner in Halfmoon, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 30, 2026, Simmons Capital Group charges $250⁠-⁠$800 an hour and a flat or project fee of $1,200⁠-⁠$7,500 for financial planning.

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
$250⁠-⁠$800/hr
“For projects outside the scope of or in addition to the investment advisory fees defined above, a standard hourly rate of $250 - $800 per hour will be assessed.”
Flat or project fee
$1,200⁠-⁠$7,500
“Financial Planning and Consulting fees will be charged as a flat fee ranging from $1,200 - $7,500, depending on the estimated time to develop a plan, the scope of the generated financial plan, and the nature and complexity of each client’s circumstances.”

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

How Simmons Capital Group bills

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

  • “These consulting fees will be charged to either a defined Pershing account or ACH from a personal bank account.”
  • “Sub-Advisory fees are charged in arrears at the beginning of each calendar quarter based upon an average daily balance.”
  • “An initial deposit equal to one-half of the agreed upon fee is payable at the time of entering into an agreement, with the remaining balance due upon presentation of a completed plan to the client.”

How Simmons Capital Group’s fees compare

  • Its hourly rate of $250-$800 spans the New York median of $300. 90% of the 301 other New York planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,200-$7,500 spans the New York median of $4,500. 49% of the 251 other New York planners that publish a flat or project fee charge less.

About Simmons Capital Group

“Simmons Capital provides discretionary investment advisory and financial planning services to our clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Executive Director
  • Firm size: 11 employees.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.65% a year
Clients
450
Employees
11
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$213,017,281
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
281122
Website
simmonscapitalgroup.com (opens in new tab)
Phone
(518) 406-5624

Can advise clients in 15 states: California, Connecticut, Florida, Georgia, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia

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