Simmons Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fixed fees are typically between $900 and $9,000 and our hourly rate is $300.”

Flat or project fee

$900⁠-⁠$9,000

From the same sentence as above.

Quarterly fee

$300/qtr

“Our minimum quarterly fee is $300.”

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

How Simmons Investment Management LLC bills

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

• “Time spent with you as well as time spent working on your behalf will be included in the invoice.”
• “There will be a $500 deposit due at the beginning of services and you will be provided with an invoice for the remainder upon delivery of the service.”
• “For Investment Management and Wealth Management clients, since fees are paid in arrears, no refund will be needed upon termination of the client agreement.”

How Simmons Investment Management LLC’s fees compare

• Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Louisville that publish an hourly rate charge less.
• Its flat or project fee of $900-$9,000 spans the Colorado median of $5,250. 43% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Louisville that publish a flat or project fee charge less.

About Simmons Investment Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

21

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$20,952,941

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314723

Website

simmonsinvest.com (opens in new tab)

Phone

(720) 432-1743

Other planners in Louisville that publish fees

• Ama Financial Planning LLCLouisville$250/hr, $2,500
• Go Fish Finance, LLCLouisville$350/hr, $5,000
• Heritage Planning & Investing Services, LLCLouisville$45⁠-⁠$100/hr
• Peak Asset Management, LLCLouisville$2,500⁠-⁠$10,000
• Varra FinancialLouisville$2,500⁠-⁠$25,000

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