Kyle Simmons, CFP®
Financial & tax planning for dental practice owners and B2B service firm owners.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Financial & tax planning for dental practice owners and B2B service firm owners.
Areas of Focus
- Business Owners
- Business Transitions
- Cash Flow
- Compensation Planning
- Corporate Retirement Plans
- Exit Planning
- Financial Planning
- Investment Management
- Tax-Efficient Planning
- Taxes
About Kyle Simmons, CFP®
I'm a Shareholder and Advisor at J.E. Simmons & Company, a fee-only fiduciary firm in Dallas founded in 1989. I work with dental practice owners and owners of B2B service firms who are navigating growth, tax complexity, and the major decisions that come with running a practice or a company.What makes us different is that financial planning, tax, and investments sit on one team. Our CPAs and CFP® professionals work from the same plan, so a decision about entity structure, owner compensation, a buy-in, or a sale gets looked at from the tax side, the cash-flow side, and the personal side at the same time.
Before joining the family firm in 2018, I spent a decade in strategy consulting and corporate operations. I started at Booz & Company advising Fortune 500 clients, then moved to Kirby Corporation as a financial analyst and supply chain manager, and later ran a 50-person team and a $20 million budget as a General Manager at Kirby Inland Marine. Along the way I analyzed more than $1 billion in acquisitions and led post-acquisition integration. That background is why I approach a client's business the way an operator would, not just as a set of accounts.
I hold the CFP® certification and a B.S. in Industrial Engineering from Texas A&M University. I live in Richardson, Texas, with my wife and our three children, volunteer at our local elementary school, and spend my free time on a road bike.
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 & Co., 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
- Business Owners
- Dentists
- Entrepreneurs
- High Net Worth
- Specialty Sub-Contractors
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
True Partners in Our Business Success
Bringing back the concept of stewardship
Over 20 years of Trust, Expertise, and Personalized Service
Sincere and thorough
Personal and business finances and investing
Long journey to retirement!
JE Simmons and Co
Have been using these advisors for 35 plus years…
Excellent Service and Advise
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
FAQs
FAQ Disclosures
Visit this page to view regulatory disclosure documents: jesimmons.com/disclosures
