Timothy
Hole
Baker Tilly Wealth Management, LLC
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About this Advisor
Timothy Hole is a certified financial planner who works out of Tewksbury, Massachusetts with a total of 1 year of relevant experience. Hole is an advisor for Baker Tilly Wealth Management, LLC. Hole has gained experience at Morgan Stanley Smith Barney LLC, Rite Solutions Inc, Morgan Stanley Private Bank, National Association, Mfa Asset Management, LLC, Baker Tilly Us, Llp and Baker Tilly Wealth Management. Hole maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Baker Tilly Wealth Management, LLC is a financial advisory company that has its headquarters in Madison, WI. It has offices in 16 locations and a total of 45 financial advisors. It handles $4 billion in assets under management between its 2,981 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 2,981 customer accounts, 41% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Baker Tilly Wealth Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Baker Tilly Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baker Tilly Wealth Management, LLC Brokerage Details
$3,911,868,384
45
2,981
$1,312,267
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
- Educational seminars/workshops
- Other
Timothy Hole Work History
Timothy has been registered as a financial advisor for 1 years.*
Baker Tilly Us, Llp
Baker Tilly Wealth Management
Mfa Asset Management, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney LLC
Rite Solutions 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 Hole 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 Baker Tilly Wealth Management, LLC
Houston, TX
Tewksbury, MA
Newport Beach, CA
New York, NY
Indianapolis, IN
Tewksbury, MA
San Diego, CA
New York, NY
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.
