Timothy
Agnew

Smith & Howard Wealth Management, LLC

CRD#4368749
Investment Advisor
in Atlanta, GA

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About this Advisor

Timothy Agnew is a certified financial planner and personal financial specialist working out of Atlanta, Georgia with a total of 20 years of relevant experience. Agnew works at Smith & Howard Wealth Management, LLC. Agnew has gained experience at Smith & Howard Wealth Management, LLC and Smith & Howard, P.C. Agnew can work in Georgia. Smith & Howard Wealth Management, LLC is a company operating out of Atlanta, GA. It administers $483 million in total assets across its 596 customer accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to five charitable organizations. Of its 596 client accounts, 64% are held by high-net-worth investors who have more than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on the type of services offered. Fee types billed by Smith & Howard Wealth Management, LLC likely consist of any combination of asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

271 17Th Street Nw Suite 1600
Atlanta, GA 30363

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Smith & Howard Wealth Management, LLC Brokerage Details

Total Assets Under Management

$482,861,501

GA Average: $3,570,121,308
Total Number of Employees

10

GA Average: 58
Total Number of Accounts

596

GA Average: 1,608
Average Account Size

$810,170

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Timothy Agnew Work History

Timothy has been registered as a financial advisor for 20 years.*

1999 - Present (25 years)

Smith & Howard Wealth Management, LLC

1991 - Present (33 years)

Smith & Howard, P.C

*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 Agnew 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 Smith & Howard Wealth Management, LLC

Bradley Swinsburg
Atlanta, GA
Michael Mueller
Atlanta, GA
Robert Kaercher
Atlanta, GA
Julio Barahona
Atlanta, GA
Valerie Nichols
Atlanta, GA
Timothy Agnew
Atlanta, GA

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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