Timothy
Hilterman
Whitcomb & Hess, Inc
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About this Advisor
Timothy Hilterman is a certified financial planner operating in Ashland, Ohio who has 6 years of relevant experience. Hilterman is on the advisory team at Whitcomb & Hess, Inc. The advisor has gained experience at Mwa Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc/Bank Of America, Modern Woodmen Of America, Centurylink and Whitcomb & Hess, Inc. Hilterman has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio and Texas. Whitcomb & Hess, Inc is an advisory business based out of Ashland, OH. It manages $297 million in assets among its 2,461 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises 14 charitable organizations. Of its 2,461 client accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Whitcomb & Hess, Inc offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial management fees largely depend on which services are offered. However, fee types charged by Whitcomb & Hess, Inc likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whitcomb & Hess, Inc Brokerage Details
$297,009,633
29
2,461
$120,687
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Timothy Hilterman Work History
Timothy has been registered as a financial advisor for 6 years.*
Whitcomb & Hess, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc/Bank Of America
Modern Woodmen Of America
Mwa Financial Services, Inc
Centurylink
*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 Hilterman 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 Whitcomb & Hess, Inc
Ashland, OH
Ashland, OH
Ashland, OH
Ashland, OH
Ashland, OH
Ashland, OH
Ashland, OH
Ashland, OH
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.
