The Simpson Firm LLC fees
Financial planner in White Plains, Maryland. Registered with state securities regulators.
The Simpson Firm LLC (White Plains, MD) listed $250 an hour for financial planning in a Form ADV Part 2A brochure dated January 10, 2022, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated January 2022, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed January 10, 2022. Fees can change.
- Hourly rate
- $250/hr
“Charges $250/hour for business clients for non-investment advice or consultation; $250/hour for individual clients for investment advice or other financial planning consultation; $250/hour for business clients for investment advice.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the January 2022 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2019 (7 years)
How The Simpson Firm LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Simpson Firm LLC generally will bill its fees monthly on a pro-rata basis.”
- “Clients may also elect to be billed directly for fees or to authorize The Simpson Firm LLC to directly debit fees from client accounts.”
- “Accounts terminated during a month will be charged a prorated fee.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 10, 2022
- CRD number
- 299204 (opens in new tab)
- Phone
- (301) 539-9331
Other planners in White Plains that publish fees
- Nelson Financial Planning Services, LLCWhite PlainsHourly $225/hr, Annual $2,500/yr 2017 brochure
More planners in Maryland that publish fees
- Noon Investment Management LLCPhoenixHourly $300-$500/hr, Annual $5,000/yr
- Intero Financial Planning, LLCParktonHourly $300/hr, Flat $7,000
- Town CapitalBel AirFlat $1,200-$8,000
- Honeygo FinancialForest HillHourly up to $250/hr
- Lenz Integrity FinancialGlyndonHourly $250/hr, Flat $10,000-$35,000
- Dyer Financial AdvisoryTowsonHourly $210-$350/hr, Flat $895
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.