The Simmons Partnership, Inc fees and pricing
Financial planner in Towson, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, The Simmons Partnership, Inc charges $350 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our 6 hourly charge is $350 per hour.”
- Flat or project fee
- $1,000-$5,000
“Generally, fixed fees will be between $1,000 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Simmons Partnership, Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and will depend on the anticipated complexity of your plan.”
- “Fees are negotiable, and it is possible that a new client may pay a fee higher than the range given.”
- “However, to the extent a client does trade on margin, the value used to determine the amount of fees payable to TSP is the gross value as of the last market day of the previous quarter.”
How The Simmons Partnership, Inc’s fees compare
- Its hourly rate of $350 is above the Maryland median of $300. 57% of the 156 other Maryland planners that publish an hourly rate charge less.
- 2 of the 5 other planners in Towson that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 spans the Maryland median of $4,335. 36% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 1 of the 7 other planners in Towson that publish a flat or project fee charge less.
About The Simmons Partnership, Inc
“The Simmons Partnership, INC provides personalized financial planning and/or investment management services. Investment Advisory Services and Financial Planning The Simmons Partnership, Inc. provides investment management and financial planning services tailored to each client.”
- Firm size: 3 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Federal employees
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
- 1.85% a year
- Clients
- 307
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $216,542,492
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156740
- Phone
- (443) 470-8000
Can advise clients in 6 states: California, Florida, Maryland, Pennsylvania, Texas, Virginia
Other planners in Towson that publish fees
- Chesapeake Financial AdvisorsTowson$5,000/yr
- Dyer Financial AdvisoryTowson$350/hr, $895
- Greenspring Advisors, LLCTowson$150-$750/hr, $2,000-$150,000
- Partnership Wealth ManagementTowson$1,000-$15,000, $400-$1,750/qtr
- Provision Financial PlanningTowson$325/hr, $1,500-$6,000
- Red Oak Financial GroupTowson$150-$500/hr, $1,500-$15,000
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.