Areas of Practice
Retirement Planning
Compensation
Fixed/Hourly
Firm Size
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
Hourly Rate:Up to $300/hr
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Location

720 Moorefield Park Drive, Suite 140, North Chesterfield, VA, 23235

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sima Retirement Solutions, LLC
September 2024 - Present · 1 yr 5 mos
Sima Wealth Partners, LLC
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.