Timothy
Dutton

Commonwealth Financial Network

CRD#7302640
Investment Advisor
in Fort Worth, TX

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About this Advisor

Timothy Dutton is a certified financial planner working out of Fort Worth, Texas. Dutton is an employee of Commonwealth Financial Network. Over the course of their career, Dutton has held roles at Colorado Financial Management, Lawn Management Inc, Yellowstone Landscape Co, Commonwealth Financial Network and Bisdorf Palmer, LLC. Dutton has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Commonwealth Financial Network is a financial advisory business that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It administers $146 billion in total assets across its 585,629 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets. Commonwealth Financial Network performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules vary depending on the financial services offered. Fees billed by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

201 American Concourse Suite 310
Fort Worth, TX 76106

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

TX Average: $16,012,751,954
Total Number of Employees

4,300

TX Average: 118
Total Number of Accounts

585,629

TX Average: 4,567
Average Account Size

$249,965

TX Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Timothy Dutton Work History

Timothy has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Commonwealth Financial Network

2023 - Present (1 year)

Bisdorf Palmer, LLC

2022 - 2023 (1 year)

Commonwealth Financial Network

2022 - 2023 (1 year)

Bisdorf Palmer, LLC

2020 - 2022 (2 years)

Colorado Financial Management

2017 - 2020 (3 years)

Colorado Financial Management

2015 - 2017 (2 years)

Lawn Management Inc

2012 - 2015 (3 years)

Yellowstone Landscape Co

*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 Dutton 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brandon Wolk
Pittsford, NY
Alejandro Biagiotti
Bedford, NH
Stephen Cefalu
Jacksonville, FL
Garrett Forsberg
Plymouth, MA
Seth Penney
Iowa City, IA
Stephanni Sharp
San Diego, CA
Mark Kutzke
Rochester, MN

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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