Timothy Financial Counsel, Inc

CRD#123037
Investment Advisor Firm

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Learn more about Timothy Financial Counsel, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • 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

    14

    Disclosures

    No

    Office Location

    104 E. Roosevelt Road
    Wheaton, IL 60187

    Timothy Financial Counsel, Inc by the Numbers

    Total Number of Employees

    17

    National Average: 64
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    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

    • 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.

    • Find a firm that offers this service

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      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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    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

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    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

    Joshua Henderson
    Wheaton, IL
    Samuel Ogles
    Wheaton, IL
    Andrew Lindquist
    Wheaton, IL
    Gregory Bricknell
    Wheaton, IL
    Charis Ellis
    Wheaton, IL
    Jacob Frerichs
    Wheaton, IL
    Lydia Newby
    Wheaton, IL
    Michael Thrasher
    Wheaton, IL
    Andrew Swierenga
    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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    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.