# Frederick Timm

> Frederick Timm is a fee-only financial advisor at Timm Financial Services in Poughkeepsie, New York. Frederick focuses on retirement planning and tax planning. Timm Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Timm Financial Services
- **Based in:** Poughkeepsie, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $11.8M across 53 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6271556 (https://adviserinfo.sec.gov/individual/summary/6271556)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://timmfs.com/

## Frequently asked questions

### Is Frederick Timm a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Frederick holds no broker registration, and Timm Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Frederick charge for financial advice?

Frederick's firm, Timm Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Frederick Timm based?

Frederick Timm is based in Poughkeepsie, New York.

### What does Frederick specialize in?

Frederick's specialties include retirement planning and tax planning. Frederick works with retirees and pre-retirees.

### Is Frederick Timm registered with the SEC?

Yes. Frederick Timm is registered as an investment adviser representative in NY (CRD 6271556), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Timm Financial Services manage?

Timm Financial Services reports $11.8M across 53 accounts in assets under management.

### How do I contact Frederick Timm?

Through Frederick's website, timmfs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6271556): 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://www.timmfs.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.