Simaris Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Simaris Financial is a state-registered independent investment adviser that primarily serves individual clients through comprehensive financial planning and portfolio management, offering both discretionary and non‑discretionary services. The firm also provides employee benefit plan services to employer plan sponsors and delivers pension consulting and portfolio management for institutional clients, services that are less common among similar independent firms.
The firm’s investment approach is primarily passive, building diversified portfolios with index mutual funds and ETFs and rebalancing as market conditions or client circumstances change; fundamental analysis may be used in select situations. Portfolio management engagements are integrated with ongoing financial planning—clients in portfolio management are required to participate in the firm’s ongoing planning program—and accounts are reviewed on a regular (typically quarterly) basis with fiduciary standards applied to retirement account advice.
Noteworthy features include the firm’s small, solo-advisor structure managing roughly $14.36 million for 17 clients while offering institutional and pension-related advisory services that most peers of this size do not provide. The firm recommends a major custodian for custody and trade execution (Charles Schwab), does not accept custody of client assets except for withdrawal of fees, and its lead advisor maintains CFP certification, reflecting an emphasis on planner-led service alongside investment management.
Client services
Expertise
Fee options
Financial Planning fixed fee generally $3,600 (negotiable in some cases)
$0 - $1,000,000: 0.60% annually $1,000,001+: 0.40% annually
$300 per hour (used for early termination billing in financial planning)
Ongoing Financial Planning: $3,600 upfront plus $3,600 annual fee paid monthly in advance
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Life Path Financial, LLC · Simaris Financial · Simaris, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)