Kyle Simmons, CFP®

Financial, investment, business, and tax advice for high-earning business owners

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J.E. Simmons & Company Kyle Simmons, CFP®

Dallas, TX

Serving Clients Nationwide

Financial, investment, business, and tax advice for high-earning business owners

‌(972) 404-1040‌

Website

Areas of Focus

Alternative Investments
Banking
Budgeting
Capital Gains
Cash Flow
Direct/Personal Indexing
Employee Benefits
Estate Planning
Exit Planning
Family and Money
Financial Life Planning
High Net Worth
Insurance
Investing
Investment Management
Multi-Generational Wealth
Owning a Business
Prioritizing Money
Public Service Loan Forgiveness (PSLF) Advising
Retirement Planning
Saving
Saving for College
Setting Up Retirement Accounts
Student Loan Advising
Tax-Smart Accumulation Planning
Tax-Smart Distribution Planning
Taxes

About Kyle Simmons, CFP®

After graduating from Texas A&M, Kyle Simmons 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 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 spend time with his wife and three kids or exercising, often riding his road bike when he can get away. On Sundays, you'll find him cheering for the Dallas Cowboys, win or lose. And when vacation calls, Kyle heads to the mountains with his family for hiking, biking, and cooler weather.

Professional Designations

CERTIFIED FINANCIAL PLANNER ®

Affiliations

AICPA Personal Financial Planning (PFP)
CFP Board
XY Planning Network

Primary Location

15770 Dallas Parkway, Suite 150, Dallas, TX 75248

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Fee Only
Flat Fee
Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule your free 15-minute phone call. We use our 15 minutes to answer your questions and see if our services are a good fit for your concerns. If so, we'll schedule a free, one hour Zoom call to discuss your needs, goals, and expectations. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About J.E. Simmons & Company

At J.E. Simmons & Company, we are an independent fiduciary, fee-only advisory firm serving high-earning business owners, particularly dentists and other professionals who operate their own practices. We don’t sell financial products or earn commissions; instead, we’re compensated transparently through planning and asset management fees. Our philosophy centers on aligning personal and business finances under one coordinated strategy, because we understand how closely the two are connected for entrepreneurs.

Our services include investment management, retirement and savings planning, tax planning, business consulting, practice management guidance for dentists, estate planning, and student loan advising. When you begin working with us, we start with discovery conversations to learn about your goals and concerns, then build and execute a personalized plan. From there, we meet regularly, typically with one annual deep-dive review and three quarterly updates, to make sure everything stays on track.

Our purpose is to replace confusion with clarity, anxiety with control, and missed opportunities with confident decision-making. Led by Jack Simmons and Kyle Simmons, our team brings financial planning expertise, tax strategy knowledge, and deep experience in dental practice operations. Above all, we are committed to providing honest, integrated guidance that helps you act with confidence in every financial decision.

Education

Texas A&M University, Bachelor of Science (B.S.), Industrial Engineering

Hobbies and Interests

Church
Computer
Cycling
Exercising
Family
Fishing
Football
Grilling
Hiking
Wine

SEC Lookup

View Disclosure

Who We Serve

Baby Boomers
Business Owners
Corporate Executives
Dentists
Entrepreneurs
Gen X
Gen Y / Millennials
Healthcare Professionals
Physicians

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Get answers to frequently asked questions regarding the services offered by Kyle Simmons, CFP® View Disclosures

FAQs

Are you a fiduciary?

Yes. All of our recommendations are geared towards your specific needs and goals. We are legally and ethically obligated to put your interests above ours.

What are your fees?

We charge for three separate services: 1. Planning engagements. We charge an upfront fee and ongoing subscription cost to provide financial advice and ongoing support. This includes regular reviews of business performance, tax changes, and other financial planning topics. 2. Investment management. We charge a percent of assets fee to manage investments on behalf of clients. The fee, typically 1% of assets, is billed quarterly in arrears and collected from the investment accounts directly. 3. Tax preparation. We charge for each return prepared based on complexity.