Most fee-only firms require you to have your assets under their management or require you to have a certain amount of assets for planning and investment advice. That is fine, but we do things differently at Timothy Financial Counsel. In the year 2000 our founder, Mark Berg, created a business to aid people who were not being served by traditional asset management firms.
It is simple, really; we don’t manage assets, but we do provide investment advice within a financial planning context. We are fee-only and simply charge for our time by the hour. This makes us truly unique among financial planners.
Have you been searching for objective planning advice? Do you want to avoid paying commissions and/or avoid asset management fees? Is receiving advice from a team of planners (instead of just one or two) who reviews each plan important to you? You have come to the right place.
The firm is a registered investment adviser with the states of Illinois, Florida, Texas, Louisiana, Wisconsin, Colorado, Virginia, and Missouri and may only transact business with residents of those states or residents of other states where otherwise legally permitted, subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.