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?
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?
Services
Timothy Financial Counsel, Inc. is unique among fee-only financial firms that provide hourly advice. Like a 1943 copper penny - very rare indeed. Most hourly firms are comprised of individual planners, so you get one perspective on your finances. Timothy Financial Counsel plans are reviewed by multiple planners, so you get the advantage of a variety of unique perspectives and areas of expertise.
Timothy Financial helps you clarify your financial goals, see the big picture, and put together an action plan for your future. Topics might include retirement planning, specific investment recommendations, tax planning, college saving, insurance review, estate planning, and more. We perform an in-depth review of your current financial situation and develop a clearly written plan that fits your individualized objectives and risk tolerance.
Get more assurance that our hourly advice comes with a fiduciary oath because we receive no commissions, referral fees, or any other hidden fees. Most fee-only firms collect asset management fees as their form of compensation. We chose to be different. Whether you have a net worth of $1,000 or $100 million, you get access to the same high level of service and expert planning advice.
Most people understand that there are fewer conflicts of interest when you work with a fee-only financial advisor because no commissions are charged based on the advisor's recommendations. Timothy Financial Counsel is unique even among fee-only planners because we are planning-centric, we don't manage assets, and charge only for our time using an hourly rate.
Fee-Only advisors are those who are paid solely by the client. They do NOT accept commission on products sold or any other forms of compensation from third parties, eliminating conflicts of interest related to compensation and allowing for objective advice. Most Fee-Only advisors' primary compensation is through fees related to managing client investments.
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