Kyle Simmons, CFP®
Financial, investment, business, and tax advice for high-earning business owners
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Serving Clients Nationwide
Financial, investment, business, and tax advice for high-earning business owners
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
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
15770 Dallas Parkway, Suite 150, Dallas, TX 75248
Meeting Options
- Video Conference
- In-Person
- Phone
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 DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dentists
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Physicians
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FAQs
FAQ Disclosures
Visit this page to view regulatory disclosure documents: jesimmons.com/disclosures