Kyle Simmons, CFP® J.E. Simmons and Company P.C.

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About Kyle Simmons, CFP®

After graduating from Texas A&M, Kyle started his career in strategy and management consulting in Houston, Texas. He advised clients in many industries and developed problem solving and analytical skill sets.

Kyle joined one of his clients full time and served in finance, supply chain, and operations. He spent most of his time working on $1B of company acquisitions, integrating those acquisitions, and building shared services for the larger enterprise. Kyle’s role as a general manager required management of 50 people and a $20M annual budget.

In 2018, Kyle came back home to the family business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is registered with the SEC as an investment advisor representative. In his personal time, Kyle likes to hang out with his wife and three kids or riding his road bike.

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Ideal Clients

  • Business Financial Management
  • Business Owners
  • Business Planning
  • Gen Y/Millennials

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1500+/qtr
  • Assets Under Management: 1.00%

SEC Records