Timothy
Fontenot

Avantax Advisory Services

CRD#2975567
Investment Advisor
in Keller, TX

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About this Advisor

Timothy Fontenot is a financial advisor based in Keller, Texas, working with Avantax Advisory Services. Timothy has previously held positions at Avantax Investment Services, Inc, Avantax Advisory Services, Thomson Reuters, and Avantax Insurance Agency, LLC. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Timothy is part of Avantax Advisory Services, which operates out of Keller, Texas. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Keller, TX

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$41,695,726,722

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

2,478

TX Average: 49
Total Number of Accounts

131,534

TX Average: 2,315
Average Account Size

$316,996

TX 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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Timothy Fontenot Work History

2004 - Present (20 years)

Avantax Advisory Services

2002 - Present (22 years)

Avantax Insurance Agency, LLC

1997 - Present (27 years)

Avantax Investment Services, Inc

2007 - 2023 (16 years)

Thomson Reuters

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Timothy Fontenot 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

Sean Wilhelmy
Danville, CA
Dillon Mccann
Champlin, MN
Aaron Jaenisch
Coppell, TX
Keri Vaught
Midland, TX
Weili Jiang
Coppell, TX
John Oleon
Coppell, TX
Justin Clark
Makawao, HI
Alexis Muro
Lomita, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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