Brian Timm
Global Financial Private Client · Sarasota, Florida
Brian Timm is a fee-only financial advisor at Global Financial Private Client in Sarasota, Florida, who holds the CFP credential. Brian focuses on estate & legacy planning and tax planning. Global Financial Private Client reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Global Financial Private Client |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $828.3M across 1,028 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6544776 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | mygfpc.com |
| Profile |
How Brian's firm compares
- Global Financial Private Client's average account is about $806,000, from its Form ADV (assets managed divided by 1,028 accounts).
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Questions about Brian
Is Brian Timm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Global Financial Private Client 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's firm, Global Financial Private Client, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Timm based?
Brian Timm is based in Sarasota, Florida.
What does Brian specialize in?
Brian's specialties include estate & legacy planning and tax planning.
What credentials does Brian Timm hold?
Brian Timm holds the CFP credential.
Is Brian Timm registered with the SEC?
Yes. Brian Timm is registered as an investment adviser representative in FL (CRD 6544776), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Global Financial Private Client manage?
Global Financial Private Client reports $828.3M across 1,028 accounts in assets under management.
How do I contact Brian Timm?
Through Brian's website, mygfpc.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
- Global Financial Private Client 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.
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