Timothy
Hintzoglou

Avantax Advisory Services

CRD#3049163
Investment Advisor
in Walnut Creek, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Timothy Hintzoglou is a financial advisor who works in Walnut Creek, California with a total of 24 years of industry experience. Hintzoglou works at Avantax Advisory Services. Over the course of their career, Hintzoglou has held roles at Tax & Financial Services, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC and We Plan, Inc Dba Tax & Financial Services. Hintzoglou has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Avantax Advisory Services is an advisory firm based out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 financial advisors. It has $31 billion in assets across its 123,393 client accounts, placing it among the largest firms in the country by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on the financial services offered. Fees billed by Avantax Advisory Services most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3000 Citrus Cir Ste 203
Walnut Creek, CA 94598-2625

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

CA Average: $3,042,739,679
Total Number of Employees

2,433

CA Average: 49
Total Number of Accounts

123,393

CA Average: 2,315
Average Account Size

$250,972

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Timothy Hintzoglou Work History

Timothy has been registered as a financial advisor for 24 years.*

2017 - Present (7 years)

We Plan, Inc Dba Tax & Financial Services

1999 - Present (25 years)

Avantax Insurance Agency, LLC

1998 - Present (26 years)

Tax & Financial Services

1998 - Present (26 years)

Avantax Investment Services, 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 Hintzoglou 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 Avantax Advisory Services

Nicholas Randone
Melville, NY
Alexander Folken
Fullerton, CA
Annie Fruge
Irving, TX
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Travis Rivers
Mccordsville, IN
Denissia Gordon
Dallas, TX
Rosa Rosales
Irving, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started