Simmer Financial Planning, LLC


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Simmer Financial Planning, LLC is a Washington Registered Investment Advisory firm. We do not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to providing you with general information on our services and provides a way for you to contact us.  Advice can only be rendered after all of the following conditions are met:
  • Delivery of the Firm Privacy Statement   (Click to view or download)
  • Delivery of the Firm Brochure:  Part 2A of Form ADV   (Click to view or download)
  • Execution of an Advisory Services Agreement
  • (Note:  Advisor may transact business only in states in which it is registered, or exempted from registration.)  

Other Disclosures:

Nothing on this website shall be construed as a solicitation of business in any state in which we are not registered.  No business will be conducted with any individual in a state unless we are registered or exempted from registering. 

As a convenience to our users, we offer links to certain websites created and maintained by other public and/or private entities. We have no control over linked sites and cannot guarantee, or be held responsible for, materials found on other sites. Links to other websites do not imply that we endorse or recommend those sites.


Simmer Financial Planning, LLC

Simmer Financial Planning, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or rendering of personalized investment advice for compensation, will not be made without registration or exemption.