Leonard Gerald Simon
Advisor at Keystone Wealth Advisors, LLC — Reno, NV
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63, Series 65
Experience Industry experience
58 years
Location
Reno, NV 89502
Keystone Wealth Advisors, LLC
Supported
Total advisors
3Clients per advisor
30 LowAvg AUM per client
$336,667 LowHNW client ratio
12% LowLeonard Simon is a ChFC®-designated financial advisor with 57 years of industry experience. He is currently with Keystone Wealth Advisors, LLC and has prior experience at MML Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, he spends a significant portion of his time selling insurance products as a licensed insurance agent. Keystone Wealth Advisors serves individuals, retirement plans, trusts, and business entities, managing approximately $26 million in assets across about 90 client relationships. The firm primarily operates on a non-discretionary basis, tailoring portfolios to client goals and risk tolerances while providing comprehensive financial planning and ERISA plan services.
Based on Keystone Wealth Advisors, LLC
Based on Keystone Wealth Advisors, LLC
Fixed financial planning fees between $1,500 and $20,000; Family Wealth Services one-time fee $5,000–$20,000; monthly fees from $1,000 to $12,500+ depending on service tier
$0 - $249,999.99: 0.80% annually $250,000 - $999,999.99: 0.70% annually $1,000,000 - $2,999,999.99: 0.60% annually $3,000,000+: 0.50% annually
Insurance products sold for commissions by licensed insurance agents, notably Brian Wheeler
$300 per hour for financial planning services
Fee-only: Hourly fee of $300 per hour; fixed fees range from $1,500 to $20,000 for financial planning services; Family Wealth Services one-time fee $5,000–$20,000 plus monthly fees from $1,000 to $12,500+ depending on service tier
Reno, NV
401 Ryland Street, Suite #300
Reno NV 89502
Advisors at this office
3
Nevada
58 years of industry experience
Keystone Wealth Advisors, LLC
2022 - Present • 4 years
Reno, NV
MML Investors Services
2018 - 2022 • 4 years
Reno, NV
MML Investors Services, LLC
2018 - 2022 • 4 years
Reno, NV
Mml Investors Services Llc
2014 - 2017 • 3 years
Las Vegas, NV
Mass Mutual Life Insurance Company
2013 - 2022 • 9 years
Reno, NV
Waddell & Reed
2009 - 2013 • 4 years
Reno, NV
New England Securities
2002 - 2009 • 7 years
PRUCO Securities, LLC.
1997 - 2002 • 5 years
Downer Grove, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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