S
$14.4M Total AUM
$14.4M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-13-2019
- Office Locations
- 1
Office Locations
-- Austin TX
About Simaris Financial
Simaris Financial is an Austin-based, fee-only financial and life planning firm that starts every engagement with its WayFinder planning process, then offers AssetCare for ongoing portfolio management. Planning covers retirement, college savings, debt and tax optimization. Investment implementation is primarily via ETFs and public funds, with client assets custodied at Charles Schwab.
Team overview
57 AVG AGE
$14.4M AVG AUM / ADVISOR
$448.7K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
Ross Lynn Patterson
Chief Compliance Officer, Financial Advisor, Founder, Owner
- CRD
- #7071514
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,359,078 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,359,078 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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