UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
2yrs
Aiden Simons
Financial advisor at Equitable Advisors
Aiden Simons is a fiduciary financial advisor in Walnut Creek, California, with 2 years in the industry. Aiden joined Equitable Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office2175 N. California Blvd. Suite 405, Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowEquitable Advisors, LLCCurrent firm
Contact Aiden
Local office(925) 951-1139Ask for Aiden. (212) 314-4600Main office · New York, NY 2175 N. California Blvd. Suite 405Walnut Creek, CA 94596Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Aiden
Tailored to Aiden’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Aiden
How do I contact Aiden?
Call Aiden’s local office at (925) 951-1139 or the Equitable Advisors main office at (212) 314-4600, and ask for Aiden Simons.
How long has Aiden been a financial advisor?
Aiden has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Aiden hold?
Series 66. Tap any license on this page to see what it allows.
Is Aiden a fiduciary?
Aiden is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aiden paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Aiden for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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