The Simmons Partnership, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$215,066,606
Clients
307
Advisors
2
of 3 employees
About
The Simmons Partnership, Inc. advises individuals, trusts, foundations, retirement plans and corporate clients, providing personalized financial planning, investment management and retirement-plan consulting. The firm offers either ongoing portfolio management (discretionary or non‑discretionary) or standalone financial plans and may provide participant education and implementation referrals for plan sponsors.
TSP builds individualized asset allocations from client interviews and financial data, using primarily fundamental research and occasional technical analysis to select a mix of mutual funds, ETFs, individual equities, bonds and, when appropriate, options, REITs or MLPs. Accounts are reviewed at least annually, custody is typically maintained at Schwab Advisor Services, and the firm may engage or monitor third‑party managers for specific strategies while preferring lower‑cost mutual fund share classes for clients.
Noteworthy aspects compared with peers include a high account load per adviser (869 accounts and roughly $216 million in AUM across two advisers), sponsorship of a wrap‑fee program where TSP serves as the sole portfolio manager, and the fact that some firm professionals are separately licensed insurance agents who may receive commissions on insurance transactions; the brochure discloses these potential conflicts and describes mitigation measures. The firm also reports a material amount of assets under advisement and retains discretion to waive account requirements in certain circumstances.
Client services
Occupation focus
Fee options
Financial planning fixed fees generally between $1,000 and $5,000, negotiable
0% to 1.85% per annum (negotiable, varies by account size and complexity)
$350 per hour for financial planning
Account minimum: $250,000 Fee-only: Financial planning fees on fixed fee basis generally $1,000 to $5,000 (negotiable)
Main office
Bosley Hall, 222 Courthouse Ct., Suite 1 A
Towson MD 21204
Advisors at this office
2
Most active in
California · Florida · Maryland · Pennsylvania · Texas · Virginia
Also doing business as
The Simmons Partnership, Inc · The Simmons Partnership, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
James S
CFP®, Series 66
Towson, MD
The Simmons Partnership, Inc
James Simmons is a CFP® and holds a Series 66 license with 28 years of experience in the financial services industry. He has worked at Purshe Kaplan Sterling Investments and The Simmons Partnership, Inc. since 2011. In addition to his advisory role, he is involved in the sales and service of fixed life insurance and annuity contracts as an insurance agent. The Simmons Partnership, Inc. advises individuals, trusts, foundations, pension plans, and corporations, serving both high-net-worth and non-HNW clients with financial planning, retirement-plan consulting, and portfolio management. The firm constructs portfolios based on client-specific asset allocation guidelines using a variety of investment vehicles and provides services on discretionary and non-discretionary bases.
Ricci R
Series 65, Series 66
Towson, MD
The Simmons Partnership, Inc
Ricci Reber is a financial advisor at The Simmons Partnership, Inc with Series 65 and Series 66 licenses and two years of industry experience. Prior to joining The Simmons Partnership, he held roles at the Public Company Accounting Oversight Board, University of Baltimore Merrick School of Business, and the U.S. Congressional Budget Office. Outside of his advisory work, Ricci is a manager and Chief Financial Officer of Salt Tides, LLC, a business involved in vacation rental property management. The Simmons Partnership advises individuals, trusts, foundations, retirement plans, and corporate clients with personalized financial planning, investment management, and retirement-plan consulting, primarily using fundamental research to build tailored asset allocations.
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