Liam Timmons
Timmons Wealth Management · Attleboro, Massachusetts
Liam Timmons is a fee-only financial advisor at Timmons Wealth Management in Attleboro, Massachusetts, who holds the CFP, CIMA and MBA credentials. Liam focuses on retirement planning and tax planning. Timmons Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Timmons Wealth Management |
|---|---|
| Based in | Attleboro, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $179.2M across 602 accounts |
| Credentials | CFP · CIMA · MBA |
| SEC registration | Investment adviser representative in CA, FL, MA, RI · CRD 4458519 |
| Exams passed | Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | twealthmanagement.com |
| Profile |
How Liam's firm compares
- Timmons Wealth Management's average account is about $298,000, from its Form ADV (assets managed divided by 602 accounts).
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Questions about Liam
Is Liam Timmons a fee-only financial advisor?
Yes. Liam Timmons is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Liam's firm.
How does Liam charge for financial advice?
Liam's firm, Timmons Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Liam Timmons based?
Liam Timmons is based in Attleboro, Massachusetts.
What does Liam specialize in?
Liam's specialties include retirement planning and tax planning.
What credentials does Liam Timmons hold?
Liam Timmons holds the CFP, CIMA and MBA credentials.
Is Liam Timmons registered with the SEC?
Yes. Liam Timmons is registered as an investment adviser representative in CA, FL, MA and RI (CRD 4458519), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Timmons Wealth Management manage?
Timmons Wealth Management reports $179.2M across 602 accounts in assets under management.
How do I contact Liam Timmons?
Through Liam's website, twealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Timmons Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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