A complete list of active advisors currently associated with The Simmons Partnership, Inc

Warmer can help you find a great advisor at The Simmons Partnership, Inc or one who fits your needs even better.

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.

To learn more about the advisors currently working at The Simmons Partnership, Inc, 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.