Brian Flanagan
Tim Looney Investments · Longwood, Florida
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.
Request an introduction to Brian →
Specialties
Facts
| Firm | Tim Looney Investments |
|---|---|
| Based in | Longwood, Florida |
| Fee model | Ongoing planning fee · One-time planning fee |
| Assets under management | $490.3M across 1,255 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 4728629 |
| Exams passed | Series 63 (2008) · Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.timlooney.com |
| Profile |
How Brian's firm compares
- Tim Looney Investments's average account is about $391,000, from its Form ADV (assets managed divided by 1,255 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Tim Looney Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.