# Brian Flanagan

> Brian Flanagan is a fee-only financial advisor at Tim Looney Investments in Longwood, Florida. Brian charges an ongoing planning fee and a one-time planning fee and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/brian-flanagan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tim Looney Investments
- **Based in:** Longwood, Florida
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Assets under management (firm):** $490.3M across 1,255 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4728629 (https://adviserinfo.sec.gov/individual/summary/4728629)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (2008), Series 65 (2022)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.timlooney.com

## Frequently asked questions

### Is Brian Flanagan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Tim Looney Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian charges an ongoing planning fee and a one-time planning fee.

### Where is Brian Flanagan based?

Brian Flanagan is based in Longwood, Florida.

### What does Brian specialize in?

Brian's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Brian Flanagan registered with the SEC?

Yes. Brian Flanagan is registered as an investment adviser representative in FL and TX (CRD 4728629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tim Looney Investments manage?

Tim Looney Investments reports $490.3M across 1,255 accounts in assets under management.

### How do I contact Brian Flanagan?

Through Brian's website, www.timlooney.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4728629): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://timlooneyinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.