Scott W Simons
Investment adviser representative at Ridgeline Wealth Planning LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$259.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Ridgeline Wealth Planning LLCJul 2020 to now
- Broker Dealer Financial ServicesOct 2013 to Oct 2018
- Financial Counseling IncApr 2006 to Oct 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Ridgeline Wealth Planning LLC
$259.6MAssets managed
443Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4969653
- Firm CRD
- 307702