A complete list of active advisors currently associated with Simmons & Associates, LLC

Warmer can help you find a great advisor at Simmons & Associates, LLC or one who fits your needs even better.

The firm provides fee‑only investment advisory and financial planning services to individual (non‑high‑net‑worth) clients, small businesses and trusts. Services described in the brochure include tax planning and preparation, retirement and education planning, portfolio analysis, asset allocation, insurance review, estate planning and small‑business planning, offered either as standalone engagements or bundled under a retainer. The firm’s stated investment approach emphasizes diversified, buy‑and‑hold portfolios implemented primarily with no‑load mutual funds and a written investment policy statement; it does not accept discretionary authority to manage client accounts. The adviser assists clients in executing recommended trades through the client’s chosen broker and performs periodic account and plan reviews with written recommendations at least annually. Distinctive aspects compared with peers include operating as a solo practitioner while offering both fixed‑fee retainers/quotes and hourly engagements, and incorporating direct tax preparation and planning into its advisory services—features that are uncommon among firms without active registered advisors. The firm does not advise private funds, does not accept custody or provide regular performance reporting, and the principal’s long industry background and academic finance role are cited as informing the firm’s service model (the principal previously held a CFP designation that was not renewed).

To learn more about the advisors currently working at Simmons & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Richard Simmons	Broomfield, CO	22

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