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Our Founding Partner’s experience in business & finance spans nearly a decade. In addition, SFG employs the world-class resources and expertise of our custodians, managers, and partners when providing our integrated financial planning solution.","@type":"Answer"}},{"name":"What is a Fiduciary?","@type":"Question","acceptedAnswer":{"text":"A Fiduciary is someone who stands in special relation of trust confidence, and/or legal responsibility. ERISA defines a Fiduciary as “anyone who gives investment advice for a fee or other compensation… or has any authority responsibility to do so.” In essence, a fiduciary adviser is someone who, for compensation, acts in the best interests of his or her clients. 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We do not earn any referral commissions or fees","category":"services","question":"How do you make referrals to other professionals?"},{"answer":"A ​custodian ‍is ​a ​financial ​institution ​that ​holds ​a ​customer’s ‍securities ​for ‍safekeeping ​so ‍as ‍to ‍minimize ‍the ​risk ​of ​their ​theft ‍or ‍loss. ​A ​custodian ‍can ‍hold ‍securities ​and ‍other ​assets ‍in ‍electronic ‍or ​physical ‍form. ‍Simonet ​Financial ‍Group, ‍LLC ​does ‍not ‍operate ​as ​custodian ​and ​does ‍not ​take ‍custody ​of ​our ​clients’ ​assets. ​Client ​assets ​are ‍held ​directly ‍at ​the ‍fund ‍company, ‍with ‍third ​party ​trusts, ​or ​with ‍a ‍custodian.","category":"general","question":"What is a custodian?"}],"country":"United States","og_image_url":"https://simonetfinancial.com/wp-content/uploads/2026/03/7OG00954-1-1024x865.jpg","industry_subtype":null,"profile_tier":"free","short_tagline":"Financial Planner in Kyle — Unique client culture and business model","primary_category":"Financial Planner","schema_type":"LocalBusiness","primary_address":{"city":"Kyle","region":"Texas","street":"4964, 1300 Dacy Ln #230, Kyle, TX 78640","country":"US","postal_code":"78640"},"geo_coordinates":{"lat":30.0057367,"lng":-97.8517514},"service_areas":["Kyle"],"phone":"+15122968962","hours_by_day":[{"day":"monday","open":"08:00","close":"16:30"},{"day":"tuesday","open":"08:00","close":"16:30"},{"day":"wednesday","open":"08:00","close":"16:30"},{"day":"thursday","open":"08:00","close":"16:30"},{"day":"friday","open":"00:00","close":"00:00","is_closed":true},{"day":"saturday","open":"00:00","close":"00:00","is_closed":true},{"day":"sunday","open":"00:00","close":"00:00","is_closed":true}],"price_range":null,"review_summary":{"sources":[{"count":8,"rating":4.5,"platform":"google"}],"total_count":8,"distribution":{"1":1,"2":0,"3":0,"4":0,"5":7},"average_rating":4.5,"weighted_reputation_score":3.74},"certifications":[],"years_in_business":null,"founded_year":null,"specialties":["Fiduciary standard of care for client interests","Independent and objective financial advice"],"differentiators":[],"social_profiles":[{"url":"https://www.facebook.com/mysfgadvisor","platform":"facebook"},{"url":"https://www.instagram.com/simonetfinancial/","platform":"instagram"},{"url":"https://www.linkedin.com/company/simonetfinancial","platform":"linkedin"},{"url":"https://x.com/mysfgadvisor","platform":"twitter"}],"citations":[],"last_verified_at":"2026-06-17T00:48:35.909+00:00","data_sources":["Website Scan","Social Media Profiles","AI Content Analysis"],"languages_supported":["en"],"profile_language":"en","ai_readability_score":46,"claimed_at":null,"index_status":"listed","industry_category":"Financial Planner - Investment Management","llm_optimized_summary":"Simonet Financial Group, a financial planner in Kyle, United States, provides investment management services. 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