SIMONET FINANCIAL GROUP, LLC

RIASEC Registered

Total AUM

$22.8M

Discretionary

$20.6M

90% of AUM

Avg account

$117K

Accounts

196

Employees

Advisory reps

Firm details

Headquarters: KYLE, Texas
CRD number: 283561
Website: simonetfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals84.82%
Pension & Profit Sharing Plans10.67%
Charitable Organizations2.6%
Corporations / Businesses1.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Simonet Financial Group, LLC is an independent registered investment adviser that serves both individual and institutional clients. The firm operates as a capital allocator, providing financial planning and portfolio management for individuals, small businesses, and institutional clients, and it also offers pension consulting services and selection of other advisers. Fee arrangements include percentage-of-AUM, hourly charges and fixed fees. Investment activity centers on public funds and mutual funds as the primary portfolio building blocks, alongside selected allocations to third‑party alternative managers. The firm is not an active ESG investor and is not structured as a multi‑state or related adviser. Its advisory model indicates a blend of discretionary portfolio management and consultative, non‑discretionary engagements.