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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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Client assets are held directly at the fund company, with third party trusts, or with a custodian.","@type":"Answer"}},{"name":"What Credentials do you hold?","@type":"Question","acceptedAnswer":{"text":"Bill Simonet currently holds the CERTIFIED FINANCIAL PLANNER Professional and the Accredited Investment Fiduciary designations.","@type":"Answer"}}]}],"@context":"https://schema.org"},"is_public":false,"is_active":true,"created_at":"2026-06-17T00:48:35.920414+00:00","updated_at":"2026-06-17T00:48:35.909+00:00","faq":[{"answer":"Simonet Financial Group, LLC was formed in 2013 as Simonet Wealth Management. 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.","category":"general","question":"How long have you been in business?"},{"answer":"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. ​The ‍Fiduciary ​Standard ‍of ‍Care ‍requires ‍that ​a ​financial ​adviser ​act ‍solely ‍in ​the ​client’s ‍best ‍interest ‍when ​offering ‍personalized ​fi","category":"general","question":"What is a Fiduciary?"},{"answer":"We make referrals to other third party professionals via email introductory with client copied. 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