Timothy Financial Counsel, Inc
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Overview
Timothy Financial Counsel, Inc is located at 104 E. Roosevelt Road, Wheaton, IL. The firm employs 14 financial advisors to manage client portfolios and provide financial guidance. Timothy Financial Counsel, Inc is not a registered broker-dealer.
Timothy Financial Counsel, Inc offers financial planning services. Over the past year, the firm has provided financial planning services to 700 clients. The fee structure at Timothy Financial Counsel, Inc includes hourly, fixed, and other fees.
Timothy Financial Counsel, Inc is registered in the states of Arizona, California, Colorado, Florida, Hawaii, Illinois, Indiana, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Texas, Virginia, and Wisconsin.
Number of Advisors
Disclosures
Office Location
Timothy Financial Counsel, Inc by the Numbers
17
Products and Services
Services offered by Timothy Financial Counsel, Inc can include financial planning services. In the past financial year, Timothy Financial Counsel, Inc provided financial planning services to 700 of its accounts. The Firm is not engaged in selling products or offering services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically depend on the type of services provided. Fees billed by Timothy Financial Counsel, Inc most likely consist of some combination of the following fee structures: hourly, fixed, or other.
Available
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Percentage of Assets
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Disclosures
Timothy Financial Counsel, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Timothy Financial Counsel, Inc
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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