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Scott W Simons

RIDGELINE WEALTH PLANNING LLC·CENTERVILLE, Ohio
Unclaimed Profile
1700 LYONS ROAD, SUITE B, CENTERVILLE, OH 45458CRD# 4969653Firm CRD# 307702
01

About

Scott W Simons is a registered financial advisor based in CENTERVILLE, Ohio, affiliated with RIDGELINE WEALTH PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RIDGELINE WEALTH PLANNING LLC
RIDGELINE WEALTH PLANNING LLC
AUM
$147M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at RIDGELINE WEALTH PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4969653
Firm CRD# 307702
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott W Simons offer?
Scott W Simons specializes in Financial Planning, Investment Management. Contact their office in CENTERVILLE, Ohio for a consultation.
What are Scott W Simons's credentials?
Scott W Simons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott W Simons located?
Scott W Simons is based in CENTERVILLE, Ohio, working with RIDGELINE WEALTH PLANNING LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.
How does Scott W Simons charge for services?
Scott W Simons's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIDGELINE WEALTH PLANNING LLC?
RIDGELINE WEALTH PLANNING LLC has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTERVILLE
Jack Richard Bowman — THE PRIVATE INVESTMENT GROUP, INC.Candace Lloyd Thurner — TILLAR-WENSTRUP ADVISORS, LLCWilliam Ewalt Deshurko — FUND TRADER PRO, LLCNitin Natvarlal Kumbhani — ACCENT CAPITAL MANAGEMENT, LLCJohn Charles Girvin — FIDUCIARY WEALTH GROUP, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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