A complete list of active advisors currently associated with Simmons Investment Management LLC

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

Simmons Investment Management LLC is a Colorado-registered, fee-only fiduciary founded in 2021 that provides discretionary investment management, wealth management (wealth management is offered for clients with $500,000 or more in assets under management), workplace retirement plan advising, and project-based financial planning. As of January 1, 2026 the firm reports approximately $20.7 million in discretionary assets under management and serves a small client base of around 21 individual and high-net-worth clients. The firm primarily builds diversified, passive portfolios composed of no-load mutual funds and ETFs, applying portfolio theory while also employing fundamental, technical, and cyclical analysis and occasional tactical or active positions. Portfolios are managed on a discretionary basis with periodic rebalancing and at least annual reviews, and the adviser considers tax effects, costs, and existing holdings when implementing or adjusting allocations. A distinctive operational feature disclosed in the brochure is the firm’s use of endorsements and testimonials in its advertising, an approach identified as uncommon among peer independent solo advisers. The firm also relies on a single, certified advisor (CFP® and CRPC®), requires custodial relationships with Charles Schwab (while receiving certain soft-dollar benefits such as discounted third-party software), and documents use of Standing Letters of Authorization for client-directed transfers.

To learn more about the advisors currently working at Simmons Investment Management 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.