Timothy
Harvey

The Mather Group, LLC

CRD#5845300
Investment Advisor
in Lafayette, CA

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About this Advisor

Timothy Harvey is a certified financial planner and chartered financial analyst who works out of Lafayette, California, with 1 year of industry experience. Harvey is currently employed by The Mather Group, LLC. During their career, Harvey has held roles at Tower Square Securities Inc, Pathway Financial Advisors, LLC, Brownson, Rehmus & Foxworth, Bordeaux Wealth Advisors LLC, Hc Financial Advisors Inc and The Mather Group, LLC. Harvey holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Illinois. The Mather Group, LLC is a financial advisory business that has its headquarters in Chicago, IL. The firm has offices in 60 locations and a total of 167 employees. It oversees $9 billion in assets under management between its 16,761 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises two charities and foundations. Of its 16,761 client accounts, 51% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually depend on which services are provided. Fee types charged by The Mather Group, LLC most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3685 Mt Diablo Blvd #200
Lafayette, CA 94549

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The Mather Group, LLC Brokerage Details

Total Assets Under Management

$8,718,717,623

CA Average: $6,674,516,078
Total Number of Employees

167

CA Average: 44
Total Number of Accounts

16,761

CA Average: 2,564
Average Account Size

$520,179

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Timothy Harvey Work History

Timothy has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

The Mather Group, LLC

2021 - 2022 (1 year)

Hc Financial Advisors Inc

2017 - 2021 (4 years)

Bordeaux Wealth Advisors LLC

2016 - 2017 (1 year)

Brownson, Rehmus & Foxworth

2013 - 2016 (3 years)

Pathway Financial Advisors, LLC

2010 - 2013 (3 years)

Tower Square Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Timothy Harvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Mather Group, LLC

Jonathan Gussick
Chicago, IL
Joshua Mason
Snohomish, WA
Kelly Carpenter
Chicago, IL
Bradley Phillips
Austin, TX
Richard Megica
Chicago, IL
James Berndt
Tampa, FL
Michael Hozian
Chicago, IL
Amanda Muse
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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